Quick quiz
Question 1
You need to jot down a quick note about your conversation with the client's treating doctor for future reference. How can you do that?
Answer
Click the case's Documentation tab and click the new icon to create a new document.
This is simply a case note and will not be sent out so it does not need formatting.
Select a simple text template, such as the Progress Note template, enter your notes and save. This document will be dated and available in the case's Documentation grid.
Question 2
How does Case Manager simplify and speed up your creation of documents such as standard reports and emails?
Answer
A Template provides a document foundation that has standard text, graphics and formatting already in place. A template can also contain merge fields that enable seamless retrieval of specified case information and insertion it into case documents.
Question 3
How can you quickly tell whether you added a charge when you created a document?
Answer
The list of documents at the Documentation tab has a column called Has cost that displays a money icon when a document has a linked cost.
You will learn at the Costs lesson that the case's Costs tab lists all the case costs, including any linked to documents.
Question 4
You notice this window on the bottom left hand side of the screen and it does not go away. What does this mean?
Answer
You have a document locking issue with this Word document and it needs to be resolved. See Locked documents for details.
Next module: Costs and Estimates