Once a session has been completed, you can review the case notes later on and add attach additional notes. You may want to do this in preparation for the next session with that client or when formulating an external support plan for your client.
Step 1: Filter search “Appointments recently completed” section
First, in the Quick View page, you’ll need to scroll down to the “Appointments recently completed” section then perform a filter search.
In the “Appointments recently completed” section, click the Filter button to show appointments for a particular client.
In the “client first name” column, click the dotted triangle
On the filter pop-up either scroll and tick the client name or type the clients' first name
Click “Apply” to show the list of appointments for that particular client
Step 2: Click the appointment button on the left
Once you’ve found the particular appointment date you want to view the case notes for, click the Appointment button on the left side (APP-XXXXX). This will take you to the detailed appointment view (classic view).
Step 3: Navigate to the sub-menu
Next, on the appointment detail view (classic view), in the sub-menu (below the task filter section), you’ll see “Case details”
After clicking that will be a menu below that where you can click “Case note information”
Click “View Case Note” to view the case notes that were originally saved against the appointment (and cannot be altered)
Click “Add Documents” add a PDF or Word Document (PDF is preferred)
Click “Follow up notes” to add additional quick text notes to this appointment if you had a brief follow up with the client
Step 4: View case notes
To view the saved case notes, click the button “View Case note” from the previous step. On the pop-up that appears, scroll down past the session details and client details sections. You’ll see the saved notes in the “Questions” and “Reported issues and actions” section
