Create and save case notes

Case notes allow you to create notes from a patient's session. You can insert images, audio files and body charts into a note, as well as applying templates to speed up note taking time.
Case notes comply with MedicoLegal standards meaning once you save them, you won't be able to make any modifications. If you would like to modify your notes before saving, take a look at our lesson on how to save a 'draft note.'

 

This guide covers the following areas:

 

 

Where do I find case notes?

Step 1 - Select 'Clients' from the Dashboard, then select the patient from the list

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Step 2 - Click on 'Clinical'

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How to save case notes

Step 1 - Click on 'File'

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Step 2 - Click 'Save & Finalise' to permanently save the note

*Once a case note has been saved and finalised, you will not be able to make any modifications. If you are wishing to make a modification to the case note before finalising, select the 'Save as Draft' option instead as seen in step 3 below.

 

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Step 3 - Select 'Save as Draft' if you would like to make a modification before you save the final version

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How do I access saved case notes?

The patient's case note history can be accessed from anywhere within the 'clinical' section. A simple click of a button will show and hide the history.

 

Step 1 - Click on 'Case Note History'

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Step 2 - To hide the history, click the 'Case Note History' button again

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What can I insert into a case note?

Shortcuts

Images/ other media

Body charts

Templates

 

Shortcuts

Step 1 - Select the quotation mark icon

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Step 2 - Click 'Add Shortcut'

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Step 3 - Enter the Shortcut and Full Text

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Step 4 - Click Save

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Images/ other media

Step 1 - Select 'Insert'

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Step 2 - Click 'Choose File' to locate the file, then 'OK' to insert the image

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Body charts 

Please note, you will need to create a body chart before it can be inserted into a case note.

Step 1 - Select 'Insert' then 'Charts'

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Step 2 - Select which Injury/Illness you wish to insert, then click 'Ok'

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Templates 

You will need to create a case note template before it can be inserted into a case note. 

 

Step 1 - Select 'Insert' then 'Templates'

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Step 2 - Select the template you wish to insert, then click on 'Use'

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