Tag Archives: event_master

Events_Case_Notes

Child Events & Case Notes

The Events and Case Notes tab provides a place to track information you want to keep as part of the child’s record. There are multiple types of both Case Notes and Events. For both Events and Case Notes you can set optional reminders to follow up on a particular issue.

event_case_note_tab
From the Events and Case Notes tab you can view, search, add, or edit Events and/or Case Notes. You can also:

  • View Case Notes or Events only
  • View only specific types of Case Notes or Events
  • View Case Notes and Events for a specific date range
  • Search the text of all Case Notes and Events to find what you’re looking for.
  • Print a list of the Events or Case Notes displayed on the screen

event_case_note_retrieve

What’s the difference between a Case Note and an Event?

Case Notes are more general and brief, whereas events are more specific and detailed. Many events automatically feed into reports and the To-Do list whereas Case Notes do not.

How-To, How-To-General, Recent_Changes

Case Notes and Events

In Summer of 2014, we introduced Case Notes on the Child Record to provide a place for tracking general comments that you want to maintain as part of the child’s file. Part of the reason we created Case Notes was to provide an alternative to creating an Event for what was really a note. Although our initial plan was to separate Events and Case Notes, feedback from our users indicated that the two were and probably should remain linked in some meaningful way. The result is the new Events & Case Notes Tab. We also added the ability to categorize Case Notes to make them easier to manage.

event_case_note_tab

On a single screen you can view, search, add, or edit Events and/or Case Notes. You can also:

  • View Case Notes or Events only
  • View only specific types of Case Notes or Events
  • View Case Notes and Events for a specific date range
  • Search the text of all Case Notes and Events to find what you’re looking for.

event_case_note_retrieve

Case Note Types
  • Administrative
  • Attendance
  • Family
  • Fees/Payment
  • General
  • Health
  • Observation
  • Recruitment