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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…
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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…
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