How to add data collection notes in PC

1. Go to the MENU – PROGRESS – DATA COLLECTION

2. Select a Program (service) from the Drop Box.

3. Once a Service has been selected, the roster of individuals will populate. Click on the expand
button (checkmark) to the left of the person’s name who you would like to write a note for. This will
populate a calendar for the month. Click on the date you want to write the note for.

4. By clicking on the date, this will expand all the strategies for that person. Select the strategy you
wish to write a note for by clicking the Add Data Collection button on the right.

5. Now to enter your note (Data Collection)! The following form will pop up.

6.It will prompt you for an e-signature. Enter your e-signature and click the green check mark. If
you do not e-sign, the note WILL NOT BE SAVED!!!

***If you do not type in a mandatory field, a red pop up will appear letting you know which field is blank. You will not be able to E-sign until all mandatory fields are filled out.