This section discusses how to manage case notes in a client record, including how to create and edit case notes.
Creating Client Notes
To create a Client Note, select the Notes tab in top menu of the Client Record. From here you can add a new note by clicking Add Note in the top right corner of the Notes section.
Create a title for your note and enter your note in the body of the notes section. The Agency field will automatically be populated with your agency name.
Time Tracking fields are also available allowing the user to track the time spent on creating the client casenote. Utilize the drop-down fields in the Time Tracking area to record the number of hours and minutes spent. This method of tracking time can be utilized based on agency policy. For example, the agency may use this field to collect the time spent entering the actual note, or how much time was spent on the session with the client in total.
Once the Note is completed, click Add Record at the bottom of the page.
Viewing/Modifying Client Notes
Depending on your access role, you may have the ability to either view and/or edit client notes created by other users.
To view and/or edit a Client note, go to the Notes tab. Hover over the note title and select the Edit link that appears to the left.
You can also view the staff member who created the note and the date upon which it was created/last modified.