14. Entering Data: Recording General Case Notes

Reminder: Case Notes within Goals are not shared with other agencies.

1.  Provider will show the project chosen as Enter Data As or select a project from the dropdown. 
2. Select Case Manager
3. Type in the Date Goal was Set
4.  Set Classification to General Case Notes by clicking the drop-down menu
5.  Set Type to Case Notes by clicking the drop-down menu 
6. Set Overall Status to Identified 
7. For a follow up reminder to show on the Home Page Dashboard
   1. Projected Follow Up Date
   2. Follow Up User - will default to you
8. Click the Add Goal button
9. Click the Add Case Note button
   1. Check all household members to include in the case notes
   2. Select Case Manager
   3. Type in the case note
   4. Click the Save Case Note button
10. Save & Exit 

Recording Ongoing Case Notes

Reminder: Case Notes within Goals are not shared with other agencies.

1. Click on the Case Plans tab
2. Click on the Notepad Icon on the same line as General Case Notes
3. Click on the Add Case Note button
   1. If a household exists, select all family members which the case note will apply
4. Type the case note
5. Click the Save Case Note 

6. Click the X at the top right corner to close the pop-up box