Case Notes: Case Notes Overview

Every story paints a picture for a reader or listener of how and when something happened. The writer or storyteller uses words to convey descriptions of characters, places, things, and events that help the reader understand the details about the story. When all these elements are placed in a timeline, the reader gets a complete picture of what the writer is trying to say.

Tell the Story

Each case you work on has its own unique story. Using the FACS system, you will tell the story about each client’s case. Each FACS tab provides fields to record information that was used to determine eligibility and for case management. Entries in the Case Info tab in the Interview Notebook summarize any actions taken on a case such as:

  • Recording and documenting client contacts
  • Case changes
  • Data and information exchange
  • Exception determinations of eligibility

Why Use FACS Case Notes

Searching computer screens to find specific case information is very time consuming and is hard to follow, especially for new workers. FACS allows workers to quickly access information previously entered to find an accurate record of exactly what happened and when.

Be Complete and Accurate

Information that is not documented in case notes cannot be considered in an audit. Since other workers as well as state and federal auditors will read your story, it is important to be as accurate as possible. You want to communicate as clearly as possible so others get a complete picture of the events of the case. Avoids errors so anyone reading your case notes will know exactly what you did and why.

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