Can I create a counseling session record for a pre-client?

Yes. In fact, you can create all types of client activity records (counseling session, milestone, award, and investment) for pre-clients. But there’s a catch. WebCATS will automatically designate those activity records as non-reportable and you will not be able to change this designation as long as the client record has a status of pre-client.

Note: This is true even for counseling sessions that have multiple clients in attendance. If just one of the clients in attendance has a pre-client status, the entire counseling session record will remain non-reportable for everyone involved.

Pre-clients can easily be promoted to active client status by clicking the Make Client button found at the top of pre-client records. Promoting a client record from pre-client status to client status, however, does not automatically convert those activity records previously assigned to the client to a reportable status. If you need to make any of these activity records reportable, you must edit each one individually.

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