Create a Contact Type for Case Notes

Use the following steps to create a Contact Type for selection in your Case Notes.

 

1.      From the Top Right Navigation Bar, click on the Settings icon.

2.      Under Support Coordination, click on Note Contact Types.

3.      The Note Contact Type screen displays. Click New.

4.      The New Note Contact Type screen displays.

Complete this screen as follows;

1. Enter Description.
   

Where you want to create a Case Note to Cancel a previous Claim made.  You can select from the following Cancellation Reason Code Claim Types.

1. CANC-NSDH
   
2. CANC-NSDF
   
3. CANC-NSDT
   
4. CANC-NSDO
   

The Claim Type will autopopulate in the NDIS Claim File for upload to PRODA.

5.      Click Save.

• Related Articles

• Unable to Create Case Note against some Note Contact Types

  An issue can sometimes be encountered, where case notes are unable to be created against some Note Contact Types. This is known to currently result from one or more space characters prepended or appended to the Note Contact Type's name. Please see ...

• Create a Case Note

  ​ Use the following steps to Create a Case Note (includes information on how to create both billable and non-billable case notes) 1.      Click Support Coordination from the Careview menu, then select Clients. 2.      The Client list screen displays. ...

• Creating case notes

  You can create case notes for your clients on the client coordination screen. You can access this screen in two ways. Firstly, you can go to support coordination, click on clients, and select the client's name. The other way is to go to support ...

• Create a Note Type in Client Profile

  This process explains the steps involved when creating Note Types to be used in the Client Profile page: This process does not include how to add Support Coordination Note Contact Types - please refer to KB Article "Create a Contact Type for Case ...

• Edit a Note Contact Type

  Use the following steps to edit a Note Contact Type, so as to update its 'Description', 'Claim Type' or 'Status'. 1. From the Top Right Navigation Bar, click on the Settings icon. 2. Under Support Coordination, click on Note Contact Types. 3. The ...