Add a case note

Note templates
You can apply a Saved Template to the note you are writing. This saves time putting in headings and doing formatting on those most commonly used note format...
Wed, 29 Nov, 2023 at 9:56 AM
Private note
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...
Wed, 29 Nov, 2023 at 9:56 AM
Summary note
The Summary note category is where you write an overview of the case to provide a quick way of reviewing the status or important information. It can contain...
Wed, 29 Nov, 2023 at 9:57 AM
Case note
A Case note is a note that is stored with the case. It can contain any information you want to include, and be as long or as short as you want. A Case n...
Wed, 29 Nov, 2023 at 9:59 AM
Case note overview
Case notes are added from the Case Page by selecting the ‘Add’ button, then clicking Note. This opens a box for you to add the note and/or change the risk ...
Wed, 29 Nov, 2023 at 10:00 AM