04. Adding a Case Note

Overview

This article will detail the Case Notes functionality in ClientTrack, which allows users to enter unlimited notes and updates about a client, which will be visible to other users at your organization/agency-level.

More About This — Further important information is found in this section.
Details — Specific details and/or step-by-step workflows will be described in this section.
Video — Any relevant videos will be posted in this section.

More About This

Visibility: Case Notes are only visible to other users at your organization/agency-level and not shared statewide.

Details

Adding a Case Note:

Navigate to the Clients workspace, expand the Profile folder in the menu group, and select the Case Notes option:

On the Client Case Notes form, click the Add New Case Note button in the right-hand corner of the page:

Adjust the Entry Date if you are recording something that happened on a previous date.
1. Verify the User who is recording the Case Note.
2. Enter a brief title or description in Regarding field, which will serve as the Case Note's title.

Enter the Case Note text into the text editor field.
1. If necessary, select the Read Only checkbox. If this box is checked, no one will be able to delete or edit the case note unless the read only checkbox has been unchecked.

You can also record Services associated with this Case Note using the Services section of the form, but this is optional and not required.

Click the Save button to save this note and return to Case Notes list for your client.

Viewing a Case Note

From the client's Case Notes page, locate the note in the list you would like to view, hover over its three-dot action button, and select the View Case Note option from the menu:

Video

Under construction, coming soon!