Frequently Asked Questions

Can I Move a Clinical Note to a Different Case or Client?

Can I Move a Clinical Note to a Different Case or Client?

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If a Clinical Note is linked to the wrong Client or Case, it is possible to move the note to the appropriate Client and Case without needing to delete and re-write the note.

Permission to Move Clinical Notes is required to complete this change.

1

In the History section of the Client’s Clinical Note, find the Clinical Note that needs to be moved.

2

Click on the Pen icon in the top right corner of the note.

3

Click Change Client / Case.

4

Seach and select a Client, then click Next.

5

Select a Case in the dropdown list and click Next.

6

Select the Booking the note will be linked to or set a different Time and Date and click Next.

The Clinical Note will be moved to the Client, Case and Booking selected.

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