Wellbeing / Hauora Reflection

For the definitive guide on the Wellbeing / Hauora survey, read Client-led Outcomes: background and technical guide.

Part two of the Client Led Outcomes (CLO) exercise is the Wellbeing / Hauora survey. Unlike the CLO which is completed every session, the Wellbeing / Hauora survey is only complete once per case. Ideally this survey is done near or at the end of your client case.

The Wellbeing / Hauora survey presents for questions to your client.

1. I feel hopeful for the future
2. I feel supported and empowered to make good decisions with money
3. I feel positive about how money impacts my relationships
4. I am confident I can achieve my money goals

The purpose of the survey is to get your client to reflect on and rate how they felt about each question when they first began working with you, then rate how they feel about those same questions today.

This survey indicates your client’s change in the following

• Hope for the future
• Mana-enhancing/empowered
• Support and connection/relationships
• Confidence 

Complete the Wellbeing / Hauora reflection

1 - Navigate to the client record you wish to complete the reflection for.

2 - Click on Wellbeing-Hauora in the side menu.

3 - Fill in the Before or After segment of the reflection. Click the Save button to save your work.

Note: The Incomplete label in the side menu will change toe Complete only once the After reflection has been complete.