Notes (Case Notes)

Case Notes - Standard User

Topics covered in this article:

• Case Notes - The Basics
• About the Notes Page
  • Filter Bar
  • Notes Table and Column Headers
• View Case Notes
• Create Intake Note
• Edit Saved Note
• Delete Saved Note
• Print Notes

Case Notes - The Basics 

While there are multiple locations in a client record to create a new case note, all case notes are stored, organized, and accessible in the client record via the left sidebar →  Notes. 

Think of the Notes section as your "notes home".

There are three different types of case notes in eLogic Genesis. Each case note is assigned a type based on where within the system the note was created:

• Intake Notes - case note created via  Notes in the left sidebar
• Scale Notes - case note created under  Assessments → Assessment History → Notes toggle
• Service Notes - case note created under an assigned  Scale Service or Quick Service (either via Assessment History or the Services tab)

Organizations are not required to use all note types and may opt to only create intake notes via Notes in the left sidebar.

Please note that Standard Users can only edit notes they authored while Agency Admins can edit any note (excepting notes protected by a Privacy Group), regardless who authored it. Case notes that you cannot edit have an eye econ, indicating it is view only.

back to top

Notes Page

The Notes page contains a filter bar and a table that displays all created, started, and finalized notes in the client record.

Filter Bar

Across the top of the Notes main screen, you'll see a blue filter bar which contains different filters categories. Each category will expand and show different filter options when clicked. When each filter is selected or removed, the table below will display only notes that match the filter options selected. 

It may seem that some filter drop-downs display fewer options than they should. These are “smart” filters and are designed to display only options that are relevant to the notes displayed in the table. 

Once a filter option is selected, it can be removed by clicking the check box in the drop-down, clicking Clear all in the drop-down, or by clicking the grey rectangle shown under Selected Filters beneath the filter bar.

Filter Options

• Note word/phrase - filter notes that contain specific words or phrases
• Tag(s) - filter notes that have specific tags
• Type - filter notes by note type
• Privacy Group - filter notes by assigned Privacy Group
• Note Date - filter for notes that were created with a date range
• Last Modified - filter for notes that were modified within a date range
• Navigator - filter notes that were created by specific navigators

Notes Table and Column Headers

Easily sort notes in client records by clicking the arrows next to each column header. The arrows will sort the table in ascending/descending order according to the data in the column. 

back to top

View Case Notes

1. Open client record
2. Click  Notes in left sidebar
3. Notes and note details are displayed in the Notes table below

back to top

Create New Intake Note:

1. Open client record
2. Click  Notes in left sidebar
3. Click Create Note in the top right corner - screen overlay will appear
4. Enter:
   • Date Created (required)
   • Hours (optional)
   • Select a Privacy Group (where applicable)
   • Note Tag(s) (optional) - you must click the tag from the drop-down to apply it to the note
   • Note text
5. Click Add Note
6. Note is added to Notes table

back to top

Edit Saved Notes

Please note that Standard Users can only edit notes they authored while Agency Admins can edit any note (excepting notes protected by a Privacy Group), regardless who authored it. Case notes that you cannot edit have an eye icon, indicating it is view only.

1. Open client record
2. Click  Notes from left sidebar
3. Hover your mouse over the note you wish to edit and click more
4. Make any appropriate changes
5. Click Save Changes when finished

back to top

Delete Saved Note

Please note that Standard Users can only edit notes they authored while Agency Admins can edit any note (excepting notes protected by a Privacy Group), regardless who authored it. Case notes that you cannot edit have an eye icon, indicating it is view only.

1. Open client record
2. Click  Notes from left sidebar
3. Hover your mouse over the note you wish to delete
4. Click the delete icon
   
   • After the delete icon turns into a redo icon, that is your verification that the note has been deleted and will disappear once you leave the page
   • If you wish to undo the delete, click the redo button

back to top

Print Notes  

1. Open client record
2. Click  Notes from left sidebar
3. If desired, apply any filters or search criteria to display only applicable case notes
4. Click the  Print button located in the system navigation bar

back to top

FAQ

How do I print notes?

• Use the Print icon located in the Navigation Bar to print notes.

Why don’t I see the same notes as other caseworkers?

• Note visibility may be restricted due to privacy settings configured by your Agency Administrator. Contact them for clarification.

Can I view service or scale notes here? 

• Yes, the Notes section includes all client-related notes, including Intake, Service, and Scale.