Navigate: Writing notes in an appointment summary reports
How to write an appointment summary report
When writing a summary in an Appointment Summary Report (Navigate: Creating appointment summary reports) it is important to remember that all appointment summary reports are part of a student's official record and are subject to restrictions under FERPA and other privacy laws.
Summary reports should focus on academic information. Please refer to this document when deciding what to document and what to leave out of an appointment summary: DosandDontsApptSummaryReports.pdf