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

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

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

To add 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.


You may also be interested in:

📝Case note templates

📝Creating and using a letter template

📝What is Secure Message Delivery?

📝Training guide for practitioners or Case Managers

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?