How to Create a Client Coordination Note

Follow these steps to create a Client Coordination note.

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

2.      The Client list screen displays. Type part of the client name in the first field and then hit enter.

3.      The Client Coordination screen for the selected Client displays.

4.  You can choose to enter a brief Note in the Notes field or you can alternatively, click on the View button to open a larger pop-up window.

5.  Click on the View button and the Client Coordination Notes screen displays. 

Depending on whether a Note exists or not, you will see either the Add or Edit button.

Add a new Note

Click on the resize icon in the bottom right corner and drag to resize the notes text box to suit your viewing preference.

1.  To add a new note for the Client simply click on the Add button.

2.  Type or copy and paste your content in the Notes field.

3.  Click on Save.

Edit an existing Note

1.  If you wish to simply update the Notes field, click on the View button.

2.  The Client Coordination Notes screen displays.  Click on the Edit button.

3.  Make any changes and click on Save.

• Related Articles

• 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 ...

• 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. Type part ...

• Create a Statement from the Client Coordination Console

  Use the following steps to Create a Client Coordination Statement; 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 ...

• Set up a Support Coordination Client

  This article details the steps that must be completed for a client to be set up for Support Coordination. The Support Coordination Client service type needs to be present in the Client Profile. The primary Support Coordinator must be allocated to the ...

• Create CoS Client Hours Report

  Use the following steps to create a CoS Client Hours Report; Report displays Case Note Hours entered for each Client included in the extraction header. 1.         From the Main Menu select Support Coordination from the Careview menu, then click on ...