Allows users to record an unlimited number of case notes for individual clients. Many features in xenDirect automatically add a case note as part of the process.
Navigation
Main Menu > Clients > Case Notes)
Applies To: Enterprise Plus Basic
Field Details
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Type: Type of Case Note. Required field. Not user-defined. There are multiple types, but two types are reserved for Profile Consent.
- Consent Approved: This case note type is used to identify the client's approved consent to record personal information.
- Consent Removed: This case note type is used to identify the client's removal of consent to record personal information.
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Staff: Staff member related to the case note, if relevant. (from Staff table) User-defined.
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Course Code: Course associated with Case Note, if applicable. Show List Button lists all courses.
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Method: The method used to communicate the information. Not user-defined.
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Infraction: If the case note is a disciplinary record, what is the infraction. (Infractions table) User-defined.
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Penalty: If the case note is a disciplinary record, what is the penalty. (Penalties table) User-defined.
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Intervention: If the case note is a disciplinary record, was there any intervention used. (Interventions table) User-defined.
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Follow-Up Date: If the case note requires a follow-up, what is the target Case Note Follow-Up Date.
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Case Notes: Memo field for details.