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Managing Case Notes

Managing Case Notes

Users can manage the case notes by performing the following actions:

  • Adding Notes
  • Downloading Notes
  • Deleting Notes

Adding Notes

The Add Notes dialog is a feature that includes creating and saving notes, recording time, and capturing billing data within the case management system. It enables users to capture notes for their individual cases.

To add a note, follow these steps:

  1. When the Add Notes, button is clicked, a dialog box is opened.
  2. Input the note content using the rich text editor toolbar into the text area field.
  3. Input the hourly rate for the work specified in the Your Rate Per Hour ($) field.
  4. Input the time taken on the task in minutes in the Time Spent (IN MINUTES field.
  5. Enter a billing description in the Billing Description Field.
  6. Click the Save button to capture the changes.

Edit Notes

Users can modify the content of the note and save it.

Delete Notes

In addition, users can delete the case note content after inserting it.

Downloading Notes

A PDF copy of case notes can be accessed via the Download option, which is located next to Add Notes

Deleted Notes

Deleted Case notes can be accessed through the deleted notes button, which is placed next to the Download button.

Adding Comments

When the user clicks on the Add Comment button, a popup will appear. Users can add some comment related to their case and then click the Save button. Once the user will Save the comment, it will be listed in the Case Notes section.

Pin/Unpin the Note

Users at any time can pin or unpin the case note for increased visibility and importance. When a user pins a note, it signals that the note has important information that users should pay close attention to. Unpinning reverses the pinning action. It generally happens when the case note is no longer critical for the case.

Forward the Case Note

The Send Case Note dialog is used to send and create new case notes to designated case workers or contacts. It helps ensure that critical information is conveyed effectively within the case management system.

To send the case note to a particular case workers or contacts, do the following:

  1. Go to the Case Notes section.
  2. On the particular case note, click the Forward button.
  3. A Send Case Note dialog will open.
  4. Choose the Case Worker.
  5. Choose Contact.
  6. Enter the Subject.
  7. Enter the Case Note.

 Click the Send button

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