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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 10 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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