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Case Notes Report
Purpose Run and review a case note report for a specific client. Who should do this CAREWare users who are authorized to review client case notes. Use this guide when you need to Select a reporting period, choose the provider scope, and open or export the completed report. Main warning Case…
Case Notes
Purpose Add and edit case notes in client records. Who should do this CAREWare users who document client contacts, services, and follow-up activity. Use this guide when you need to Enter a case note and resume an auto-saved draft. Main warning Case notes can contain sensitive client informa…
