Table of Contents
The Case Notes functionality in ClientTrack allows Users to enter unlimited notes and updates concerning Clients' goals, actions, and progress.
Recording a Case Note for a Client
- Navigate to the Client Workspace and find the Client you'll be entering Case Notes for. Once their dashboard appears, select Case Notes under the Client Management Menu Group.
- The Client Case Note form will display a history of Case Notes. To create a new Case Note, select Add New Case Note in the right-hand corner.
- Complete the Case Note Entry Date and verify the User recording the Note, which will default to the current User. Enter a brief Title or Description for the Note in Regarding. Complete the Case Note in the text editor field.
- If Read Only is checked, no other Users will be able to delete or edit the Case Note.
- Record Services associated with this Case Note using the lower portion of the form.
- Select Save to finish.
- Once the Case Note has been entered, it will appear on the Client Case Notes form and can be edited using the Action button to the left of the Case Note Date. You can choose to View Case Note or Edit Case Note, as needed.
- To print a Case Note, use the Print checkbox at the end of each row to select the Case Notes you would like to print. Once checked, select Print Selected from the top right-hand corner.
