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Delete a Case Note
Case Management

Follow these steps to delete a client’s case note in ESCASES.

  1. Log into your ESCASES portal.
  2. Open the navigation menu. 
  3. Select “Client Management”.
  4. Select the appropriate program.
  5. Locate the profile you wish to view.
  6. Click the arrow next to their name to expand the profile.
  7. Click on the profile information to open their profile.
  8. Select the “Case Notes” tab.
  9. Select the appropriate action plan
  10. Click on the “Actions” button next to the case note you wish to edit.
  11. Click on “Delete” in the dropdown menu.
  12. Click on the “Delete” button to confirm.

Congratulations! You have deleted a client’s case note.

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