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 applying templates to speed up note taking time.

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

               

Create a case note

1. From a client's file, click on Clinical

           
2. Type out your case note

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

       
      

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.

Did this answer your question?