Edit a Case Note

Use the following steps to Edit a Case Note:

If a case note needs to be edited but that Case Note is already in a claim or invoice file, the Revert a Case Note process will need to be followed before editing. 

1.      Click Support Coordination from the Careview menu, then select Client Coordination.

2.      The Client Coordination screen displays. Type part of the client name in the first field, and select the full name when it displays.

3.      The Client Coordination screen for the Client displays.

4.      In the Case Notes Table, click on the Edit icon, next to the Case Note you wish to change.

If you don't have permission to edit a Case Note, Edit icon will be greyed out. To enable Update Case Note permission, please contact your Admin.

5.      The Edit Case Note screen displays.  Make the necessary changes.

User can only Edit Service Provider and Item Code when Case Notes have not been processed, and not been included in any CoS NDIS Claim or CoS Invoice.

You can attach up to 10 files to a Case Note at once, with a total size limit of 28 MB.

After selecting a new Item Code Number from the list, the Support Item and Service Region will be updated automatically to reflect the details associated with the selected Item Code

6.      To change whether a Case Note is Billable or Non-Billable, via the Edit Case Note screen, is dependent on the following criteria:

1. There are sufficient funds at the time you change a Non-billable case note to Billable.
   
2. You will be unable to change the Billable status of a Case Note where the Case Note status is either Extracted or Provider Paid.   
   

From the Edit Case Note screen, simply click on the Toggle box to select whether it should be Billable or Non-billable and click on Save.

See below system changes that will occur in the Case Note Table in the Client Coordination and Service Contract screens, dependent on your selection in the Edit Case Note screen.

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