Navigate: Appointment Summary Reports-Tutoring Care Unit

How to complete an Appointment Summary Report in Navigate for an appointment in the Tutoring 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 Tutoring Care Unit looks like.

Tutoring Care Unit Appointment Summary

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.

Previously scheduled appointement information

Additionally, if an appointment was previously scheduled with you, some of this information is 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.

Appointment Details

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 Tutor role within Navigate. Staff and faculty with the Advisor role in Navigate will be able to see that a student had an appointment with a tutor, but not the details of the appointment.

Radio Button Options
Write Appointment Summary

When you have completed your notes, you must save your report.
Save Report Button

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

KeywordsNavigate Appointment Summary Tutoring   Doc ID120888
OwnerJamie S.GroupUW-La Crosse
Created2022-08-24 13:34 CSTUpdated2022-08-24 14:14 CST
SitesUW-La Crosse
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