Navigation (CAREWare 6)¶

• Main Page
• All CAREWare Documentation
  

• Create a new Page
• All Pages
  

• Administration
• File Management
  

• Create Account
  

Search the wiki
»

CAREWare 6 Case Notes

CAREWare support and documentation has been moved to a new location. For the most updated user guides and documentation for CAREWare click on the link below:

jPROG CAREWare Support Portal

Case Notes



View – View a case note.
Add – Creates a case note record.
Add With Templates – Adds a new case note record using a template.
Edit – Changes a case note record.
Delete – Removes a case note from the client’s record.
Manage Templates – Creates and edits case note templates.
Print or Export - Creates a printable report or exports services list as a CSV file.

1. Click Add.
2. Enter the Date.
3. Select an Author.
4. Enter the note in the Case Note field space.
5. Click Save.
   
   
   

Manage Templates

1. Click Manage Templates.
2. Click Add.
   
3. Enter a name for the template.
4. Enter the Text for the template.
   
5. Click Save.
   
   

Once the case notes template is saved, that template can be used to create new case notes.


Add With Templates


To create a case note using the template:

1. Click Add With Templates.
   
2. Check Select.
3. Click Continue.
   
   
4. Enter the Date.
5. Select the Author.
6. Click the template name to populate the template text in the Case Note field.
   
   To print values in a window click Print or Export to get to the Report Setup.
   
   
   Click Printable List Format Options to edit the format of printed pages.
   
   
   

To download these instructions click here.


Back to CAREWare 6 and CAREWare 5 Program Administrator FAQ