Create and Manage Case Notes

This article will help you to create and manage case notes. Case notes are used to document case activity information.

To perform the following procedures, open the Patient Manager.

Create Case Note

1. Locate a patient and select a case.
2. Click the Correspondence tab, then click [New Correspondence] on the toolbar.
3. From the Correspondence Type drop-down list, select Case Note.
   Tip: To create a blank case note, in the Duplicate from drop-down list, select Blank. To base the new case note on an existing one, in the Duplicate from drop-down list, select Previous and select from the list of previous case notes.
4. Click Open.
   The Add Correspondence/Case Notes window opens.
   
5. Enter a Subject for the case note.
   Tip: The system defaults the correspondence record to the current date. You can change it to any other date by checking the box.
6. Optionally, select a Status for the case note. This information appears within Correspondence tab and can be used to group records by status.
7. Enter a Description for the case note.
8. Click Save & Close.

Edit Case Note

1. Locate a patient and select a case.
2. Click on the Correspondence tab.
3. Double-­click on a case note.
4. Make the appropriate changes, then click Save & Close.

Delete Case Note

1. Locate a patient and select a case.
2. Click on the Correspondence tab.
3. Select a correspondence record, then click [Delete Correspondence] on the toolbar.
4. Click Yes when prompted.