Viewing and adding case notes (via Quick View) - External

Once an EAP session has been completed, you can review the case notes later on, and add additional case notes. You may want to do this in preparation for the next session with that customer, or when formulating an external support plan for your customer.

Optional: Find the previously completed appointments

In the “Appointments recently completed” section of the Quick View page, this section shows 5 of the most recently completed, cancelled and no show appointments. If you can’t find the appointment you want to view case notes for, use the filter search tool as shown below:

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In the “Appointments recently completed” section, click the Filter button to show appointments for a particular client.

a) In the “client first name” column, click the dotted triangle

b) On the filter pop-up either scroll and tick the client’s name or type the clients' first name

c) Click “Apply” to show the list of appointments for that particular client

Step 1: 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).

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Step 2: Navigate to the sub-menu

1. Next, on the appointment detail view (classic view), in the sub-menu (below the task filter section), you’ll see “Case details”

2. After clicking that will be a menu below that where you can click “Case note information”

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• 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.

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