Adding a Case Observation
Observations should be added when:
– contact is made to the family (telephone, text or skype/WhatsApp)
– a referral is submitted, or letter written
– any email correspondence between family and professionals
– a home visit is made
– any other visit is made to a service
– a family is discussed at Triage
– a MASH enquiry is made
– any other meeting takes place which isn’t a TAF Meeting
– any supervision discussion about the family
On the summary page, select Documents (dark blue tab). This will take you through to a new screen as shown in Step 2
Click on the Case Observation Folder – you will be redirected to a further page (as shown in step 3)
Click on the blue circle with white plus found on the right-hand side of page.
Note: depending on how your screen is set up, this button may appear towards the bottom of the screen
Once you have clicked the blue plus icon a pop up will appear checking that you wish to add a new observation. Click the green button ‘create’
Once step 4 has been taken, you will be redirected to a new page where you can add the observation as shown in the screenshot below.
The date the observation entered into the system is automatic. The date of the observation will be the date that the email was sent, the date that the referral was made or when the telephone call took place.
Enter the observation as applicable, ticking which family members the observation relates to, as shown in screenshot below.
Any document which relates to the observation eg: referral form or email must be uploaded onto the observation as evidence. Click the ‘upload file’ green button as shown below.
Find the relevant document on your PC/Laptop or Tablet and select. Please wait until your file is completely uploaded.
Once the relevant file is selected and uploaded to the system, you can save the observation using the green ‘floppy disk’ logo button – again shown on the right-hand side of the screen. Again, depending on how your screen is set up, this button may appear towards the bottom of the screen.
A green bar will appear along the bottom of the screen to confirm that the observation has been saved. As per the below screenshot. Do not navigate away from this page until you see this confirmation. If you do not see the observation first time then click the green ‘floppy disk’ logo save button again.