How to Add and Manage Case Notes on Family Member Care
Overview
The Case Notes page helps you document important details, updates, and observations for each care recipient.
You can create, edit, and track case notes for better communication and record-keeping within your care practice.
Step 1 — Open the Case Notes Page
From the left-hand side menu, click on Case Notes.
You’ll see a list section titled “Case Notes for Care Recipients.”
If no notes have been added yet, it will display a message saying “No Case Notes.”
Step 2 — Add a New Case Note
To create a new note, click the Add Case Note + button (top-right or center of the screen).
Step 3 — Fill Out the Case Note Details
In the form that appears, fill in the following fields:
Care Recipient: Choose the care recipient from the dropdown list.
Title: Enter a short, clear title that describes the note.
Case Note Type: Select the category or type of note (for example, “Health Update,” “Medication Change,” or “Incident Report”).
Note: Write a detailed description or update about the care recipient’s situation, activity, or support interaction
Step 4 — Save the Case Note
Once all fields are complete, click Add Case Note at the bottom of the form.
The new note will now appear in the Case Notes list with details like:
Note Title
Care Recipient
Case Note Type
Originally Filed By
Last Modified B
Step 5 — Search or Edit Case Notes
Use the Search bar at the top-right to quickly find specific notes.
To edit or update a note, click on the respective note entry (edit option may vary depending on permissions).
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