Overview
Print case notes or create a CSV report for easy access and review.
Steps to Print Case Notes
- On the Caregiver Applications dashboard, locate the desired family.
- Hover over "Actions" and select "Case Notes".
- If a family has several pages of case notes, scroll to the bottom of the page and increase the number of results displayed per page. (Options include 20, 50, or 100 notes per page.)
Click the "Print" button at the top (located next to the "Hide Columns" and "Add Filters" buttons.)
Creating a CSV Report
- Navigate to the Case Notes page for the family.
- Click the "Download: CSV" button below the case notes.