Entering a Case Note separate from a Service Session in Case Manager

To enter an ad-hoc Progress Record, see Entering a Progress Record separate from a Service Session in Case Manager.

To enter a Delivered Support, see Entering a Delivered Support separate from a Service Session in Case Manager.

Case Notes can be entered via the Add Documentation icon:

Add ad hoc

The icon is available from: 

  • My Page
  • Sign Page
  • Approve page
  • Location Review page
  • Provider Review page
  • Documentation Review page
  • Consumer page
  • Consumer Card

Entering a Case Note 

  1. Clicking anywhere on the Add Documentation icon displays the documentation type choices. 
  2. Select Case Note from the list.
  3. If you are selecting the Add Documentation icon from your My Page Toolbar, you’ll be presented with a record for the first person in your Consumer Quick View list.  To select a different consumer, use the directional arrows to move forwards or backwards to find the consumer for the case note.

    ad hoc select consumers
  4. If you select Add Documentation from a Consumer page, you will automatically have that consumer selected.
  5. The Written On date and Time default to today’s date and time.  You can change the defaults if necessary.
  6. Enter the case note and confirm or change the Service Location to the appropriate service location. case note
  7. Select Save & Close.


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