Skip to main content
All CollectionsTransfer IQ®Workflows - Transfer IQ®
Entering Notes in the Case Log - Transfer IQ®
Entering Notes in the Case Log - Transfer IQ®

This article will discuss the various ways to enter Notes in Case Log.

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

About

The Case Log, which is always visible on the right side of the screen, is where notes, issues, and events can be documented. Case Log is Primarily used by Patient Placement to document additional information that does not have an assigned field. We will go over entering notes.


Steps

There are a few ways to add notes. Notes appear as a card to document some general information.

Ways to add Notes

  • To add one to the general case, select Add a Note in the Case Log.

  • To add one to a communication event, select the Page Icon on a Communication card.

  • To add one to an issue, select the Page Icon on an Issue Card.

Recording Information

  • Once you add a note you will be able to free type in any information.

  • Clicking Save will submit the note and timestamp it with the current Date/Time.

  • If you would like to tag your note to be classified add a Tag by typing and selecting one from the Tag section.

  • Selecting Save will update your information to the case log, making you the author of the note. You must save the case as a whole for the cards to appear.


Best Practices

  • None


Related

Did this answer your question?