Case Notes

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.

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Main Menu > Clients > Case Notes)

Applies To:    Enterprise    Plus    Basic

Field Details 

• 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.

• Staff:  Staff member related to the case note, if relevant. (from Staff table)  User-defined.

• Course Code: Course associated with Case Note, if applicable. Show List Button lists all courses.

• Method: The method used to communicate the information.  Not user-defined.

• Infraction: If the case note is a disciplinary record, what is the infraction.  (Infractions table)  User-defined.

• Penalty: If the case note is a disciplinary record, what is the penalty.  (Penalties table)  User-defined.

• Intervention: If the case note is a disciplinary record, was there any intervention used.  (Interventions table)  User-defined.

• Follow-Up Date: If the case note requires a follow-up, what is the target Case Note Follow-Up Date.

• Case Notes: Memo field for details.