CAREWare 6 Case Notes
Modified on Wed, 13 Mar 2024 11:49 by Kevin Ricciardo — Categorized as: Uncategorized
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.
Click
Add
.
Enter the
Date
.
Select an
Author
.
Enter the note in the
Case Note
field space.
Click
Save
.
Manage Templates
Click
Manage Templates
.
Click
Add
.
Enter a name for the template.
Enter the
Text
for the template.
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:
Click
Add With Templates
.
Check
Select
.
Click
Continue
.
Enter the
Date
.
Select the
Author
.
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