Accessing the Appointment Details Pane

The Appointment details pane allows you to select an intervention on the Caseload Management screen and quickly view important information relating to the intervention.

Information available from the Appointment details pane includes:

  • The staff member(s) the intervention is assigned to
  • Information on the most recent contact
  • Intervention notes

To access the Appointment details pane, from the Caseload Management screen:

  1. From the Caseload Management screen, select the intervention required.
  2. The Appointment details pane displays:

Note - Dragging an appointment automatically closes the Appointment details pane.
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