Clients - Assignments tab
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      Assignments tab - Meeting Notes, client notes, summary notes and Routine Meeting Notes

      Assignments tab - Meeting Notes, client notes, summary notes and Routine Meeting Notes Creating A Meeting Notes Template


      Please review our article on creating Routine Assignments before continuing

      NOTE: 

      All assignments and meeting notes autosave - meaning you'll never lose any of your work again!

       

      1. Go to settings > Routine Assignments 

      2. Click "Add new meeting note"

      3. Draft up your desired meeting notes template and save on the top right

      4. Go to any student record > Assignments

      5. Click the menu button and select "Add Routine Assignment / Meeting Notes"

      6. Find the group where you placed your notes or under the "No Group Assigned" banner if no group was assigned previously.  

      7. Tick the box to the left of the notes title in order to apply it to the student record and click close to get back to the assignments tab

      8. In the assignments dashboard now, click the pencil for the notes in order to go into edit mode and start working.

      TIP:

       Create templates for all your different types of meetings and add them as routine meeting notes. This will improve consistency in your note taking and your practice overall. Click article below

      Article on Routine Meeting Notes, Routine Meeting Agenda, Routine Meeting Templates

      Need to generate one off custom notes? See below!

      1. Go to a student record > Assignments Tab of any student.
      2. Use the trusty and only round blue button, click and select Add New Meeting Notes
      3. A new window will appear that looks very much like the Assignments window.
      4. Title the Meeting Notes (example: "June 5 Meeting Notes")
      5. Enter notes into the description box.
      6. After clicking Create or Close, in the top  right hand corner, the window will close and return you to the list of assignments.
      7. To continue editing just click the pencil to the far left of any assignment bar.
        1. The assignment (or in this case, the meeting notes) edit window will reopen. Make your edits and click Create or Close.
      8. When looking at the stacked list of assignments, notice that all Meeting Notes bars in the list are shaded blue and that regular assignments are grey (dark grey if it is a completed assignment).
        1. Meeting notes are shaded blue so you can quickly pick them out again later.

      How to email Parents and/or Students a copy of the meeting notes

      1. Make sure that the meeting notes in the Assignments Dashboard are assigned to the Student/Parent 
      2. Make sure the meeting notes have todays date as the start date.
      3. Click "Email" at the top right of the Student Record and select who to email the newly added notes to

      Hot tip: How to increase student engagement in the student portal.

      Settings > Webmaster > grab your unique Student Portal link and add an "external link" to each Routine Assignment. When your student receives an assignment via email, they will also receive the link directly to your portal. This returns the student to the portal. CounselMore has done several behavioral studies that showed students are more likely to engage the portal when there is "click convenience."

      How many avenues to communication do you leave open?
      If a student is able to reach their counselor from email, text, phone, portal, meetings - then the counselor is setting the expectation that they will check all communication channels.

      If the counselor would prefer the student communicate using one or two specific channels, then the counselor must reinforce that by not engaging on the other avenues and steering the student's communication back to the chosen line.

      Students can leave comments per assignment and click Done when an assignment is complete. 

      A counselor can view text messages in app and not be at the end of every message alert.

      A counselor's time is valuable, they shouldn't feel they have to jump each time a message comes in.

      To streamline your practice, streamline your response.

       

      Would you like to know more about the CounselMore Comprehensive Assignments packages? These are pre-written, client-facing that can be used for all high school grades. The assignments package follows the comprehensive college readiness process. Read more here.