Case Notes
Who can use this feature?
An easy-to-use Case Notes system is available within the client profile. Service providers can quickly add, edit and delete notes to maintain up-to-date client information.
Add a new note
1. Via the My Clients / People screen, select the client you wish to add a case note for.
2. Navigate to the Case Notes tab and select + New Note.
3. The Add Note window will appear allowing you to:
- Input a Date (will automatically default to today’s date).
- Add an Activity Type.
- Provide Details.
- Create a Follow-Up Task.
4. Once you’ve completed the note, select Save Note.
Create follow-up tasks
Follow-up tasks can be captured right from the note screen, helping to streamline case management.
1. From the Add Note window, select + Create follow-up task.
2. The Add Task window will appear allowing you to:
- Create a Task Name.
- Set a Due Date.
- Assign Who’s Responsible (multiple people can be assigned).
- Provide Details.
3. Once you’ve entered the task information, select Save Task and then Save Note.
Edit an existing note
1. To edit an existing note, select the 3-dots icon and choose Edit.
2. Make your desired edits and select Save Note.
Delete a note
1. To delete a note, select the 3-dots icon and choose Delete.
2. Select Delete to confirm action.
