AGENDAS FOR TEAM MEETINGS

Agendas

How to Add Clients to the TC Agendas in Central Reach:  For Providers

  1. First, accept the ‘invite’ to be connected to your region(s)/team(s) contact in CR (this step will need to be completed 1 time only).

  • Click on the Contacts icon and then choose ‘Invite Requests’               

  • Locate your region/team contact (you may have to use the search bar if you have many) then click ‘Accept’.

               

   2. Ensure your Region(s)/Team(s) are set as a ‘Favorite’ in your CR account (this step will need to be completed 1 time only).

  • Go To Contacts

  • Search for your region/team contacts

  • Open the contact

  • Click the start next to the place for the profile picture

            

Two Easy Ways to Access and Add to Your Agenda

Option #1: 

  • When you login, your favorites will be on your dashboard.  Click the Region/Team TC Agenda in your favorites.

  • Locate Notes & Forms in your widgets and click on the agenda you wish to add to (each agenda is ONE week).

  • You will add clients to the sections called ‘Other Agenda Additions 1-5’ or ‘Other Agenda Additions 6-10.’

  • Add ALL requested information for each client.

  • Click SAVE at the bottom of the page. NEVER CLICK LOCK AND SAVE!! 

 

Option #2: 

  • Go to your files module in CR

  • Locate the agenda you want to add to (text search by region/team, date of agenda, or words in the title) and click on the title to open it.

  • Click on ‘Note & Form’ at the top of the screen.

 

  • You will add clients to the sections called ‘Other Agenda Additions 1-5’ or ‘Other Agenda Additions 6-10.’

  • Add ALL requested information for each client.

  • Click SAVE at the bottom of the page. NEVER CLICK LOCK AND SAVE!! 

Printable Guidance Document

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