How many files can be attached to a Case Note?

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• 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 ...

• Case Note History Console

  The Case Note History Console gives you the ability to view all Case Notes created for a specific Support Coordination Client Profile. This includes Case Notes raised on both Active and Inactive Service Contracts for a selected date range. Use the ...

• Revert a Case Note

  If a case note has been accidentally claimed, or there is an error within the case note that needs to be amended before finalising the claim ( but the case note has already been included in a claim file ). You can revert a case note to remove it from ...

• Preview and Download Attachment files in Case Notes

  In the Careview Web Application, you can preview attachments like PDFs, PNGs, and JPGs directly within the app. Follow these simple steps to preview or download files attached to case notes. Step-by-Step Guide Open the Case Note: In the Case Note ...

• 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. ...