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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


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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.
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Manage Templates


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  1. Click Manage Templates.
  2. Click Add.
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  3. Enter a name for the template.
  4. Enter the Text for the template.
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  5. Click Save.
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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.
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  2. Check Select.
  3. Click Continue.
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  4. Enter the Date.
  5. Select the Author.
  6. Click the template name to populate the template text in the Case Note field.
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    To print values in a window click Print or Export to get to the Report Setup.

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    Click Printable List Format Options to edit the format of printed pages.

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To download these instructions click here.


Back to CAREWare 6 and CAREWare 5 Program Administrator FAQ

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