Adding a Case Note

Author: ICA | Date Created: 8/4/2024 | Date Updated: 6/26/2025

What this is

This article 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.

What you need to know

Follow these steps

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

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

3. 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. 

4. 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.

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

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

When you are done

View the existing Case Note:

• From the client’s Case Notes page, find the note in the list.
• Hover over the three-dot action button.
• Click View Case Note to open and read it.