New Interval Wizard

How to Add a New Interval Wizard

  • Open the Cases section on the Client Management form. 
  • Select the case to add a new interval from the case-control window.

  • Open the menu and select "New Interval Wizard."

Step 1: 

  • Select the case to add a new interval.

 

Step 2:

  • Specify the expected end date for the new interval.

 

Step 3:

  • Specify the supervision type*, phase, any notes, the start date (defaults to today), expected end date, and if the new interval will be primary.

 

Step 4:

  • Specify the supervisor and the supervisor's start date for the new interval

 

  • When a new interval is added, the current open interval will close itself.
  • The intervals are listed in the cases section.