Navigate: Appointment Summary Reports-Financial Aid Care Unit

How to complete an Appointment Summary Report in Navigate for an appointment in the Financial Aid Care Unit.

To understand how to create an appointment summary report, first use this page: Navigate: Creating appointment summary reports

Here is an overall image of what an Appointment Summary Report for the Financial Aid Care Unit looks like.

Financial Aid Care Unit Example

Taking a closer look at individual parts of this appointment summary report.

This block will only appear for an appointment that has been previously scheduled with you in Navigate.

Appointment Details Previously Scheduled

Additionally, if an appointment was previously scheduled with you, some of this information will be pre-populated. If you have set your user preferences (Navigate: Setting your user settings) the Care Unit and Location will also be chosen for you based on the preferences you have set if this is an ad hoc appointment summary report.

Location information example

The other area of the appointment report will allow you to document what was discussed between you and the student during the meeting. You can use the radio buttons to quickly select certain items, and then write more personalized notes in the comments box. Appointment summary reports are visible to staff and faculty with the Financial Aid advisor role within Navigate. There is also the option to include attachments.

Radio buttons appointment summary

Write appointment summary

When you have completed your notes, you must save your report.
Save this report button

For more on best practices for writing appointment summary reports Navigate: Writing notes in an appointment summary reports

KeywordsNavigate Financial Aid Appointment Summary Reports   Doc ID120887
OwnerJamie S.GroupUW-La Crosse
Created2022-08-24 13:40 CDTUpdated2022-08-24 15:15 CDT
SitesUW-La Crosse
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