Client Report Forms

Both full and basic administrators can add client report forms or post-session reports after appointments. Since most people make their tutors, consultants, advisors, etc. basic administrators, one of a basic administrator's important areas to use within WCONLINE® is the client report form. A tutor can open an appointment, scroll to the bottom and click "Add New" in "Add New Client Report Form" to enter a new client report form, recording notes and data about what was done in the session.

To enter a client report form, open any existing appointment and click on the "Add New Client Report Form" link in the administrative area at the bottom of the appointment form.

To see a filled-out client report form, open an appointment and click on the "View Existing Client Report Form for this Appointment" or "View Existing Forms for Other Appointments" link in the administrative area at the bottom of the appointment form.

To enter an off-schedule client report form, click on the first white symbol at the top of your schedule view. Off-schedule client report forms are for notes or reports that are not associated with an appointment, such as if a student came in to ask a quick question, express a concern, etc.

To view an off-schedule client report form, open the Master Appointment Report, make sure you are looking at all schedules, and select "show client report forms only" from the "limit display" menu.

Use Form Setup: Client Reports to customize your own client report form. (The sample "Assignment" and "Comments" questions on the client report form are only sample questions. That form is meant to be customized, and we recommend adding drop-downs and checkboxes.)


Chapter Sections

SECTION 1: Client Report Forms

SECTION 2: Off-Schedule Client Report Forms