Add case notes to a letter

Save time by adding your case notes directly into a letter

Updated over a week ago

Save time when writing to referrers by adding your case notes to a letter.

πŸ“ See Case notes for instructions on how to create case notes

πŸ“ 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.

πŸš€ 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

You may also be interested in:

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?