Add Care Management Note
Make sure you are in an Owner's Diary (blue arrow shows name).
Click on New Entry (green circle) to access the drop-down menu.
Then click on Notes (green arrow).
Enter the Date and Time. Enter a Subject.
Click on Care Management Notes (red circle).
Enter the duration of minutes in Care Management Time (red arrow).
Enter in a Notes description.
If relevant, attach any correlating documents from the Files section of an Owner's Diary.
Click SAVE to finish (green circle).
The Care Management Note will now be in view in the Notes section of the Owner's Diary.
- The duration of minutes logged for the notes can be viewed in your Organization Dashboard.