Coming Soon :: Case Note Enhancements :: Templates and Questionnaires

I am really excited about this update, it brings a lot of the functionality we’ve been thinking about when we first came up with Case Notes.

There are basically two parts to it: Templates and Questionnaires.

Case Note Template


The template feature allows you to define your own case notes with the following options:

  • Define your time entry type (duration or in/out)
  • Define your own activities
  • Define your own locations
  • Select a Questionnaire to include with the Case Note

You can now have multiple types of Case Note in which case the user will select the one they want to complete.


Questionnaires are a new tool that we have developed as […]