Back to the Main Page

Edit a Case Note
Case Management

Follow these steps to edit a client’s case notes 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 “Edit” in the dropdown menu.
  12. Update the information.
  13. Click on the “Submit” button.

Congratulations! You have edited a case note.

Was this article helpful?

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Report an issue with this article

Hidden
This field is for validation purposes and should be left unchanged.

VIEW
ALL »

Tap to browse by category