Setting up case notes to capture key data

Description:

CDF variables (data fields) can now be added to case note templates as fields in the heading. This will allow case notes to populate the client's 'profile information' directly and therefore be available in the analytics CDF report and to auto-populate report templates.

• CDF variables in case notes will automatically sync to the client’s Profile Information when the case note is saved.
• Some variables that sync to the client’s profile (i.e. client’s name, contact information, Medicare information) cannot be added to the case note template  

See our quick overview here:

Actions:

• Go to Forms>Case Note and add any data fields you would like to report on, or auto-populate in a report or letter template.
• Go to Forms>Letter /Report templates and add the data fields.

Benefits:

Practitioners can record information in a more streamlined place, the case note, saving them time.

See our quick video here: