Record a Transaction
In the CTS module in NEO360, every interaction with a client is called a transaction (your agency may refer to these as "contacts," "visits," or "encounters"). During a single transaction, a client may provide you with information about their demographics, clinical history, and overdose history. The client may also receive harm reduction or wrap around services. All of this information can be recorded on the CTS module in NEO360.
The following pages will show you how to log these activities in NEO360. Try following along in the TEST environment!
CTS Transaction Module
Video Instructions:
Once you're logged into the TEST environment, you will need to access the CTS module. To access the CTS module, click CTS from the main menu.
Select a Site
Under the "Please Select a Site" section, select your site, then click SWITCH under the "Options" section.
