A Note About Case Notes

From PikaDocs

You may enter case notes at any time during which one of your cases is in “open” status. To do so, use the case function links detailed above to find the case for which you want to enter notes. Clicking the case number will take you automatically to the Case Notes screen for that case. Enter a summary of the note in the “summary” field and a detailed description in the “notes” field. If applicable, enter corresponding hours worked in the “hours” field. The “date” and “time” fields default to today’s time and date, but you may change these values manually if back-dating is necessary. If applicable to your organization, select “type of activity” and “funding code” from the drop-down menu. The “staff” drop-down will default to your name. If you are entering a case note that is applicable to a different staff member, choose that person’s name from the “staff” drop-down menu.

Next: Document Assembly