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


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