Within circles, different types of Documents can be uploaded or created, in order to store information about the client. These Documents are divided into:

Assessments

Assessments document type The Assessment Document is the snapshot of the individual or family as evaluated by a professional. It reflects relevant information, such as the background of the individual, diagnosis, family dynamic and history, observations, goals, recommendations, safeguards (risks) and strengths, to determine appropriate support services.
   

Progress Note

Progress Note document type Records the actual appointment between a service provider and the client. Progress Notes have associated General Notes, a large text area where the case worker logs details of the appointment. Progress Notes are used in the generation of Reports, and are legally required.
   

Personal Plan

Personal Plan document type The Personal Plan is a key set of documents used to plan with the client - not for them. These documents reflect what is important in the person’s life now, and also help them to think about what support would make for a good future. Planning should build the person’s circle of support and involve all the people who are important in that person’s life.
   

Case Instructions

Case Instructions document type A large text area where service workers may leave special instructions on how to handle the client - e.g. Ms Smith prefers to be handled from the left side.
   

Notes

Notes document type Is something that happens and relates to the Person. An event can be a file uploaded to Pnyx like a Test Result, a photo or any other file.