ical Note window (cyan box), click on the save notes button under the Case Notes
box or save the case as either ‘Closed’ or ‘Open’ status.Patient and caller information, as well as any additional information pertaining a case, may be saved by entering the data into the Case Notes box.
To enter notes in the Case Notes box, click in the box and enter the notes.
Note1: As notes are entered a time stamp will automatically be displayed before the text, unless you are editing an existing note. However, It is possible for the user to enter the current date, time, and user name by selecting the clock button, which is below the case notes window.
Note2: To
permanently save the notes in the Histor
ical Note window (cyan box), click on the save notes button under the Case Notes
box or save the case as either ‘Closed’ or ‘Open’ status.
Note3: ‘Quick Save’ will not move the notes to the Historical Notes field.
Note4: Once the notes have been saved to the Historical Notes field they can no longer be edited.
Note5: Notes cannot contain the vertical bar, commonly known as a pipe symbol |.