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 Manager 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), and 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 a case list (to learn more about case lists, click here) (B), view the clients 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 on 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, 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).

ALERT:  If multiple users are attending the MDT meeting, only one user can enter the Notes during the meeting.  If multiple users are entering notes, only one person's will be saved.  

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

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

Important: Once a meeting has been recorded, no one can make any new changes to the meeting.

NOTE:  To get MDT Meetings to be listed in the Client Profile, the meeting must be recorded.

• Related Articles

• Client Profile MDT Tab

  Within the MDT tab, you can view historical meeting notes, print out meeting notes, and modify what case lists a client is a part of. To learn more about the MDT tab, please follow along below: Step 1. Navigate to a client profile. Step 2. Once on ...

• Setting up MDT Case Lists

  Case lists within the MDT Manager are a way for you to organize clients into specific groups. This could be beneficial in ordering clients by abuse type, agency, incident county or jurisdiction as examples. After a case list has been created it can ...

• Making Sure Clients are on the MDT Roster - Step by Step

  By default, clients will not show up within the built-in MDT meeting function. Before they do, a few steps need to be taken. Luckily the process is easy, follow the steps below! 1. Search for the client you would like to appear on the next MDT ...

• Creating a MDT Report

  The new MDT Report feature allows you to print off MDT meeting details with a few clicks. Follow the steps below to get started: Step 1. Click the MDT Manager button. Step 2. Once on the MDT Manager page select the 'MDT Report' button. Step 3. After ...

• Setting up Outcome Measures - Step by Step

  Within the Therapy tab CAC CareNet offers the option to create and record custom measures. The therapy measures appears within the client profile under therapy, on the Tests tab. To learn more about setting up custom measures please follow the steps ...

• Announcements

• Browser Compatibility (Support for IE 11 Discontinued)

  CAC CareNet provides support for many of the latest browsers.  We strongly recommend that agencies use one of the following: Google Chrome FireFox Safari Microsoft Edge Microsoft Chromium Edge *New Development and Support for Internet Explorer 11 has been discontinued.  Please update to one of the for-mentioned browsers.