Create a Progress Case Note

The key difference between a 'Progress note' and a regular case note is that you can return to progress notes at a later time and edit or delete them.


Step 1 - Open a client's file through either the 'Client List' or by searching by name


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


Step 3 - Press the 'Progress Notes' button, found next to the 'Print' button


Step 4 - Select 'Add Progress Note' from the pop-up that appears


Step 5 - Enter your notes in the text area, name the note and then press 'Save Notes'


Step 6 - The note will now appear in the 'Progress Notes' list 

Adam Kluga -

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