Create a Progress Case Note
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 -