Client Notes

Documenting Notes

Most client Notes are associated with a specific Program and are entered within the Program Enrollment. Selecting Private makes it so only users from your Agency can see that a Note exists.

Vermont - Under the Default Sharing settings, users outside of your agency can see a note created under an enrollment but cannot view the details or make any edits.

New Hampshire– Users outside of your agency can view all details of a Note created under an enrolment but cannot make any edits.

Reporting on Notes

Step 1: Click the printer icon on the client's profile page.

Step 2: Run the [CLNT-101] Case Notes report