Case notes allow you to create notes from a client's session. You can insert images, audio files, and body charts into the case note, as well as apply templates to speed up note-taking time.

 
💎 Case note templates can be used to speed up note taking.

               

💡 Case notes comply with MedicoLegal standards and cannot be edited once saved. Consider using Draft Notes until you're ready to finalise the note.

This article includes:

1. Create a case note

2. Inserting content into case notes

3. Inserting PDF' in case notes


Create a case note

1. From a client's file, click on Clinical           
2. Type out your case note

🚀 You can insert images and custom shortcuts into your case notes. Scroll down to see what else you can add to a case note

3. Click File, then Save & Finalise or you can click the Save & Finalise button located towards the bottom 

💡 Clicking Save as a draft will save the note to the Draft notes section


Inserting content into case notes

Shortcuts

1. Click on the quotation mark icon
2. Click Add Shortcut
3. Enter the shortcut and the full text, then click Save

4. Type out the shortcut with the leading # For example #gp would replace with General Practitioner.

 

 


Inserting PDF' in case notes

1. Click on Insert and then Attach PDF. From the pop-up screen Select Source of the PDF, either From this PC or From Client Files

2. From this PC, will open up File Explorer from your computer, select the PDF file to attach and then click Open. This will then attach the PDF to the case note. Write your case note and then click either Save & Finalise to complete the case note or Save as Draft to save the case notes as a Draft.

3. From clients file, will open a right-side bar menu, select the PDF from the Clients file and click Confirm. This will then attach the PDF to the case note. Write your case note and then click either Save & Finalise to complete the case note or Save as Draft

to save the case notes as a Draft.


See similar articles regarding client files and information:

📝 Case note templates

📝 Apply a custom data entry to a client file

📝 Create a questionnaire template

📝 Create a custom data template

Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

Did this answer your question?