Adding a Case Note
Overview
This guide explains how to use Case Notes in HMIS. You can enter unlimited notes and updates about a client, and they’ll only be visible to users at your organization or agency.
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.
- Verify the User who is recording the Case Note.
- 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.
- 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:
Core HMIS Workflow How-to Guides:
Questions? Email the Helpdesk: MNHMIS@icalliances.org