Case Notes

• How to add a case note to an application.
• How can I print case notes?
• What can I do if I have questions that weren't addressed in this help article?

 How to add a case note to an application.

Go to the application dashboard.

Locate the family that needs a case note added.

Next to the family you need to update, hover over <<Actions>> and click on <<Case Notes>>

At the top of the page, select “New Case Note”

Fields required to log a new case note are “Date”, “Case note type”(phone call, email, etc.), and “Case note” (description). Once you’ve completed all the required fields, please select “Create Case note” to record the note.

*Note: You will be able to see all case notes at a glance on the “Case Note” page.

How can I print case notes?

From your application dashboard, for the family you wish to print case notes for, click on Actions > Case Notes > right click on page > Print OR select Ctrl and P on your keyboard.

 

What can I do if I have questions that weren't addressed in this help article?

If you have any other questions, please feel free to email us at [e-mail], send us a chat using the chat icon (bottom right hand corner), or give us a call at 1-844-424-6844.