A Private note means that only the Case worker writing the note, their Supervisor and the Clinical Manager can view it. No other Case worker assigned to the case will have access.

A Private note is stored with the case, but means that information, as judged by the Case worker needing so, can be given additional privacy, but is not locked off from those to whom the Case worker has accountability.


When you have saved the note it can be edited for 24 hours. After this period the note will be locked and uneditable. 


To edit a note, select it on the CaseStream, click the View/Edit option on the information block, make your changes and Save.


To access the note at another time, simply click on the CaseStream note icon (yellow) on the Case Page and it will load in the CaseStream panel where you can read it and export it to PDF.