Adding Case Notes

Adding Case Notes

21/10/2024

This article will show you how to add notes to a case record. 

 

Please note that case notes cannot be deleted. Since the case record is similar to having a physical patient chart, we do not allow deletion of notes. Additionally, all notes are dated and time-stamped.

 

To add notes:

1) Case record > Case notes > Add New

 

2) Select title from the drop down list.  The default is set to "General"

 

3) Add your note and click the blue Post button

 

4) Click the blue Submit button

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