How to Create a Case Note?

1. From the left navigation menu, click on Clients.
2. Click on the relevant client’s profile to create a Case Note. 
3. Select the Notes tab.
4. By default, the Case Notes section will be selected. Click on + Add New from the right-hand side.
5. Enter the required information, including:
   • Title
   • Content
   • Date & Time
   • Duration
   • Service Type
   • Link to Shift (optional)
   • Contact Type (optional)
   • Tags (optional)
   • Visibility (optional)
   • Follow-up (optional)
6. If required, attach any relevant document to the case note.
7. Click on Submit.

The Case Note is successfully created and will appear under the Case Notes section. From the right-hand panel, you can view, edit, delete, or download the case note as required.