📝 How to Add a Case Note

Adding timely notes helps ensure your documentation is up to date and can be easily referenced during meetings, supervision, or court prep.

🎥 Watch: How to Add a Case Note

✅ What You Can Do Here:

• Quickly Add a Note: Click the ➕ Quick Add Note button from your dashboard.
• Choose the Case: Use the dropdown to select which case this note belongs to.
• Categorize Your Note: Pick a note category (e.g., “Visitation,” “Weekly Check-In,” “Court”).
• Write & Save: Type your note and click Add to save it to the case.

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