- Login to CORE either as the chapter admin or as yourself at core.score.org/user.
2. On the CORE homepage, click the View Clients Not Yet Counseled link from the User Role column that applies to you
- Volunteers use LEFT side
- Chapter Admins use RIGHT side
If you click on the wrong side, it will display an error.
3. Locate the client you would like to close out and click the Create Session button.
4. When creating the session:
a. Select the Session Type, Close Out
b. Set the Contact Hours to 0 so no NPS survey is sent to the client, and
c. Add a Session Note explaining why this client is being closed out.
5. Click Save. The client will be automatically removed from the CNYC list.
Please note: Close-outs do not trigger NPS Surveys
The video below outlines how to properly use Close Out sessions as part of managing your chapter's Clients Not Yet Counseled list. (00:35:00) mins