Creating a MDT Meeting - Step by Step

Creating a MDT Meeting - Step by Step

Within CAC CareNet we offer an easy solution for MDT meetings. To learn how to create and start an MDT meeting please follow the steps below:
Step 1. From the Dashboard press the MDT Manager button.
Note: Depending on your permission set you may receive a permission error trying to access this page. If you do please contact your local administrator to update your permissions.



Step 2. Once the MDT Manger page loads you can, view all previously created/scheduled meetings (A), create a new meeting (B), manage case lists (C), print out an MDT Report (D) edit a meeting (E). Additionally on this page you can record meetings to prevent future edits (F). To create a new meeting press the 'Create Meeting' button.
Important: Once a meeting has been recorded you cannot make any new changes to the meeting.
Tip: Once a meeting has been recorded instead of saying 'Resume Meeting' it will say 'View Meeting'


Step 3.  After your page reloads you can create the meeting. Within the top section you will need to define all the meeting specifics, add personnel, and additional clients (A). Within the bottom section you can add in a case list (to learn more about case lists click here) (B), view the clients who you added or who have already been added and sort clients by pressing within the column headers (C).
Note: If a client you want to add does not appear in the 'Add Client' drop down, they may need to be added to the roster. If this is the case please review this article: click here.
Tip: The blue profile button in the client rows takes you to their client profile. Additionally, you can click to the eye icon in the right hand column to hide a client from a meeting, or the trash can to remove them completely.


Step 4. After the meeting specifics have been entered in, scroll to the bottom of the page to save the meeting. To begin the meeting you will need to return to the MDT Manager page.



Step 5. Once back on the MDT Manager page, find the meeting you just created and press the 'Start Meeting' button to begin your meeting.



Step 6. Once the meeting loads enter any notes in the 'Notes' column (A). If you need more information on a client either press the profile icon (B) or press the plus (+) icon to expand more details about the client (C).



Step 7. After entering in all notes save the meeting by pressing the 'Save & Close' button in the bottom left hand corner.


Step 8. If you'd like to record this meeting simply press the record button once returning to the MDT manager page.



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