Topic: Interview
Complete instructions with easy to follow diagram.
In the Case Notes window, highlight the case note to be edited and click Edit.Your note will appear in a window like the one below. Type in the corrections and click Save Note.You may edit any case note that is less than 90 days old. Use the Edit function whenever you need to add or […]
To clear the case note you are currently typing, click Clear Note. Use this option if you enter a case note and realize it is not needed or for any other reason you do not wish to keep the note. You will get the following dialog box when you click on the Clear Note button: […]
To save the case note, click Save Note. The Save Note button is available on the “Insert new Case Note” window as well as the “Pending Case Notes” window. It saves the case note in FACS. You will use this whenever you are finished updating your case notes.
When you click Add To Pending Case Notes from the Case Notes window, your case note is put on a “Pending Case Notes” screen. You may keep this screen open and minimized the entire time you have the case open. This option is useful when you need to create multiple case notes. You may edit […]
Click Close to close the Case Notes window and exit case notes.