Case notes capture crucial details from your consultations, ensuring a holistic understanding of each client’s journey. When creating letters—whether for referring doctors, colleagues, or other contacts—directly incorporating relevant case notes becomes essential. In this article, we’ll guide you through the process of seamlessly integrating case notes into your letters, promoting accurate and context-rich communication.

📝 See Case notes for instructions on how to create case notes

📝 See Generate a letter for instructions on how to start a new letter

Please, follow the steps below to add a case note to a letter:

1. Place your cursor where you want to add the case notes

2. Go to the Insert information drop-down menu and select case notes

3. Select the notes you want to insert and click OK

4. You can edit the case notes after they have been inserted.

🚀 Did you know that you can share case notes and other important information securely with other clinicians with our Clinivid add-on? Please, give it a look here: Getting started with Clinivid