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Case notes

Write and save clinical notes for a client's session.

Updated over a week ago

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

🛑 Case notes may not save if the note contains special characters such as ' , / - & $ () {} | etc. Try removing these special characters and saving the note again.

This article includes:


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

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


🚀 You can insert images and custom shortcuts into your case notes.


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 > 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.

3.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.

4. 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 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


Enabling the spellchecker in your browser

Spell check helps you review and correct spelling on your device, this is extremely useful for case notes. This allows you to check for spelling errors in your notes. This feature is normally enabled on your browser. Sometimes when being away on leave or being away for long periods this feature needs to be re-enabled.

1. Go to "three dots" on your Browser > Settings.

2. Click Advanced / Languages.

3. To the right of “Spell check,” turn it on or off.

💡 Your device's spell check provider depends on your device’s operating system. If your device’s operating system is among the following, you can identify your spell-check provider below:

  • Windows 8 and newer: Windows

  • Windows 7 and older: Chrome

  • Mac: macOS

  • Linux: Chrome

  • Chrome OS: Chrome

  • Android: Android’s Keyboard app

  • iPhone and iPad: iOS


See similar articles regarding client files and information:

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