3 Connect for counsellors, telephone counsellors and financial counsellors : Activity types and subtypes
  
Activity types and subtypes
 
Activity notes
Scheduled activities and SMS reminders
Activity reminders
Activity documents
Activity calendar
Activity duration
Processing activities
Processing an unscheduled activity for a therapeutic or financial counselling case
Scheduling an activity for a therapeutic or financial counselling case
Setting reminders for an activity
Rescheduling activities
Completing a scheduled activity for a therapeutic or financial counselling case
Processing an anonymous activity
Processing activities with multiple staff
Processing activities for a family therapy case
Processing activities for group case sessions
Cancelling a scheduled activity
Cancelling a saved activity
Recording a no show
Recording a no show against a scheduled activity
Recording a no show as a new activity
Attaching documents to activities
Activities are always associated with a case record. Activities distinguish between:
*Direct time covering work done with a client in person or over the phone
*Indirect time covering work done on behalf of a client (including travel).
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The foundation does not place a higher value on direct time over indirect time – they both constitute equally valued hours of service. The reason for the distinction is to enable a better understanding of the client experience of the Gambler’s Help service and a clear appreciation of the work done behind the scenes to provide that service.
When you record an activity you specify an activity type and sub-type. The table below lists the activity types and sub-types you can use.
Activity type
Activity sub-type
Client activities record work done with the client in person or on the phone.
These activities will always include a component of direct and indirect time.
o Assertive engagement
o Assessment
o Callback
o Counselling: Financial
o Counselling: Therapeutic
o Provision of RAP
o Registration (INI & Intake)
o Secondary Consultation (when a client is present)
o Self Exclusion Deed Signing
o Self Exclusion Revocation
o Self Exclusion Support
Case activities record work done without the client present.
These activities should only record indirect time.
o Case Closure
o Case Conference/Review
o Case Summary
o Referral
o Secondary Consultation (when a client is not present)
o Advocacy
o Unsuccessful Phone call
o Administrative.
Anonymous activities record work done on anonymous cases.
These activities should never include direct time.
o Anonymous Therapeutic
o Anonymous Financial.
Group session activities:
o Session
o Preparation
o Administrative
Note: Group session activity types don’t have sub-types.
Where you have to travel in the course of any of these activity types you enter your travel time as a separate item.
All activities include a timesheet where you record your direct, indirect and travel time. This displays when you mark an activity as completed.