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?
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.
How does Case Manager simplify and speed up your creation of documents such as standard reports and emails?
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.
How can you quickly tell whether you added a charge when you created a document?
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.
Next module: Costs and Estimates