How do I print case notes?

Overview

Print case notes or create a CSV report for easy access and review.

 

Steps to Print Case Notes

  1. On the Caregiver Applications dashboard, locate the desired family.
  2. Hover over "Actions" and select "Case Notes".
  3. Right-click on the page and select "Print", or press Ctrl + P on your keyboard (or Cmd + P on Mac).

 

Creating a CSV Report

  1. Navigate to the Case Notes page for the family.
  2. Click the "Download: CSV" button below the case notes.

 

Tips for Printing Multiple Case Notes

  • If a family has several pages of case notes, click the "Filter" button and increase the number of notes displayed per page.
  • Options include 20, 50, or 100 notes per page.
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