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Enter Issue Notes - Transfer IQ®

This article will discuss how to enter Issue Notes in the Case Log.

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

About

Issue notes function similar to general notes in the Case Log. They are designated with a Warning symbol. Generally a Patient Placement specialist is the first one to add the issue note, but they are often progresses/updated by escalation resources.


Steps

Adding an Issue Note

  • Within Edit mode on a case navigate to the Case Log and select Add an issue.

  • You’ll notice the entry window is identical to notes entry except a Warning symbol at the top.

  • Add your notes, tags, and update the date/time with the calendar tool, then select Save.


Best Practices

None


Related

  • Upcoming

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