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Edit Case Log - Transfer IQ®

Editing case log notes/issue/communication cards.

Joe Caffrey avatar
Written by Joe Caffrey
Updated over 6 months ago

About

We’ll cover how to edit cards within the Case Log. This is used by both Patient Placement Specialists to properly document/correct any notes, issues or events.


Steps

While a case is in edit mode, select the Edit Pencil in the top right of a note, issue or event to go into Edit mode. The log will change to edit mode, marked by blue margin, and the fields will be activated.

Editing Date/Time

Use the Calendar button + Time to update the date/time on the log. Additionally you can click the Now button to update both fields to your current date/time.

Changeable on:

  • Notes

  • Issues

  • Communication Events

Cannot be changed on:

  • Indented Notes under Communication Events or Issues

Editing Text

Once the log is in edit mode you are able to freely adjust the time.

Editing Tags

Once the log is in edit mode you are able to freely adjust tags.


Best Practices

Refer to your health systems standards for correcting fields within the Case Log.


Related

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