Please download the power point below for a step-by-step guide on working with Notes.
Table of Contents
Vocabulary of notes
Creating a note
Adding to notes
Pulling Info from text
Phone numbers
Creating a person when creating a note
Note add-ons
Contacts
Phone Number
Medical Condition
Medication
Child and Family Team Meeting
Licensing Complaint
File uploads
Saving
Review and Editing
Viewing notes on the history page
Take Aways
Additional Resources
Read full descriptions of updates in Casebook and see recently found and resolved bugs.
Watch quick videos of how to do specific actions in Casebook.
Scroll through or download power points that give step-by-step instructions on work-flows in Casebook.
On each page, click photos to enlarge, then click back button to return to prior page.