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  1. Extraction of Case Notes by DATIS
  2. HSP runs DD-01 to obtain Client Admission details
  3. HSP runs DD-03 to obtain Client details
  4. HSP runs DD-11 to obtain Activity Log Individual Appointment Details
  5. HSP runs DD-13 to obtain Activity Log Group Appointment Details
  6. The vendor matches the activity IDs from the Case Notes to the solo client or group client(s), and  and if there is no activity ID then the vendor will use DD-01 and -03 to match the case note to the client and the specific admission the note was recorded against

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