Add Case Contact Log Notes

PERMISSIONS REQUIRED:  Therapist can create Notes for their assigned Cases, Administrators or higher can create Notes for all Cases.

The Contact Log is located in Client Case and is a great tool to log any and all communication that takes place outside of a regularly scheduled appointment. 

Related Article: View Case Contact Log

Add New Case Contact Note

1. Locate Client and open Client Profile.
2. Click Notes in left side menu then Contact Log.
3. Click + Note button.
   
    
4. Enter appropriate Note Information.

   NOTE: You have the ability to add custom entries in these fields to follow up with specific people: Partner, Spouse, Parent, Legal Guardian, Other Family Member, Other Household Member, and Therapist.

   • Client Details: This will show you the name of the client you are entering the note for. 
   • Date/Time: This should be the dates and time the contact took place. 
   • Means of Contact: Enter what form of communication was used: Phone, text email, etc. 

   • Note: Summary of the communication.
     Example: Did intro call with client to discuss documentation that needed to be completed. Client said they would complete the paperwork needed. 

   • Relationship to Client: This is where you can log if the communication was indeed with the client or another person such as the Parent, Spouse, or another Therapist. 
   • Staff: should be the staff member who received the communication. Only staff members assigned to the case will show in the drop-down. 
5. When finished, Save or Save and E-Sign.

   NOTE: Signatures cannot be removed. Notes cannot be edited after they are signed.

   

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