Note Add-ons

Some types of notes and note add-ons are workflow triggers in Casebook. For example:

• • When a contact add-on is created on an assessment, it will populate in the Mandated Contacts card.

  • When a medication, medical condition, and phone number note add-on is used, the information will populate a person's profile page.

Using Note Add-ons

After you have entered the narrative of the note, use the drop down menu to select the type of note add-on you want to add to the note. Once you select the add-on, click add.

An editable form specifically designed for that add-on will appear on the page. Enter any information related to the type of structured data selected. Examples of what the inline forms can be seen here. Functionality for these boxes includes auto-complete text boxes for names, radio buttons, calendar date completers, and check boxes.

Once all information has been entered, click save to save the note. This will add the note to the history page on the related unit of work. If you try to navigate away from the page before the note add-on has been saved, you will receive a message asking "Are you sure you want to navigate away from the page?" Clicking Yes will cause any unsaved information to be lost.

Types of Note Add-ons