Processing a COS2 or 3

3 Connect for counsellors, telephone counsellors and financial counsellors : Recording the Client Outcome Survey (COS) : Processing a COS2 or 3

When you process a COS 2 or 3 the final question is whether the client wants to be contacted by a Gambler’s Help service for more assistance. If the answer is Yes, you keep the client on the line after completing the COS to record a new referral for them.

The start point for processing a COS 2 or 3 is the Pending COS list:

1 From the Operations menu select Pending COS.
The Pending COS list displays.

2 Click the Name link for the client you want to follow up for a COS.
The client record opens in view mode.

3 Expand the Client Outcome Surveys (COS) section and click the $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\addicon.png$ next to the COS2 or 3.
The Client Outcome Survey form COS2 or 3 displays. Use the radio buttons and text fields to enter the client’s responses to the questions.

4 Scroll to the top of the form and in the Status field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select Completed.

5 In the Completed At field, enter the date.

6 Scroll back to the bottom of the form and then click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\Saveicon.jpg$ .
If you completed a COS 2 a COS 3 is queued to the Gambler’s Helpline for a follow up three months from the completed date.