Create a Case Note

Step 1 - Open a client's file through the 'Client list' or by searching for them


Step 2 - Select 'Case Notes' from the left of screen


Step 3 - Type your notes in the text area. When finished, press the 'Save' icon


Please note: Once you have saved a case note as pictured above, it cannot be edited later


Step 4 - View your completed notes on the right-hand side of the screen


Adam Kluga -

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Comments 1

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    Michelle Strother

    Is there an indicator on the calendar that case notes or progress notes are complete? for example, when reviewing of the end of the day to determine whose notes are not complete, without checking client by client.