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Edit Casenotes and Casenote Formatting

  • Updated

CaseNoteHistory.png

  • To delete text: Highlight the text and press the Delete or backspace key on the keyboard. The deleted text is removed, but will display in red with a strike through in the previous version of the casenote
  • To type new text: Click on the area where the new text needs to appear and begin typing. The new text appears in black, but will be blue in the previous version of the casenote
  • Note: Colours are only shown when Hide Changes is toggled off, else changes are shown in black text.

Press F12 or click Save frequently to save your changes

See Link a Casenote to the Clinical Care Plan, Mark Field, Grid Row or Casenote as Crucial and Copy a Casenote for more information on how to edit a casenote.

Caseload Formatting

The document section of the Casenote form includes icon function buttons which can be used to format the note. Below is a legend which describes the purpose of each icon:

1.png

Icon How to Use
scissor.png Cut: Cut any text. Highlight and select the text you wish to cut and click the scissor.png icon to cut (remove) the text.
paper.png Copy: Copy any text. Highlight and select the text you wish to copy and click paper.png the icon to copy.
Paste: Paste any cut or copied text. Click the arrow.png Icon to paste any copied or cut text.
UndoRedo.png Undo/redo: Undo or redo any changes made to case note. Click the Undo.png icon to undo changes that were made. Click the Redo.png to redo changes.
Font.png Font Selector: Change the font. Click the drop down arrow beside the font to view different fonts.
FontSizeColorSelector.png Font Size/Colour Selector: Change the font size or colour. Click the drop down arrow beside the font size to view different font sizes. Click on the colour to view and change colour of font.
BoldItalicizeUnderlineStrike.png Bold: Change text from regular to bold. Highlight text you wish to bold and then click the Bold.png icon.
Italicize: Change regular text to italicize. Highlight the text you wish to italicize and then click the Italicized.png icon.
Underline: Change text from regular to underlined. Highlight the text you wish to underline and then click the Underlined.png icon.
Strikethrough: Change text from regular to strikethrough text. Highlight the text you wish to strikethrough and then click the StrikeThrough.png icon.
SubSuperscript.png Subscript text formatting.
Superscript text formatting.
Alignment.png Alignment: Click the LeftAlign.png icon to align text on the left, click CenterAlign.png icon for centered text, click RightAlign.png icon to align on the right, and click Justified.png icon for justified text.
Bullet.png Bullets: Add bullet points. Click the Bulletpoints.png icon to start a bulleted list.
Number: Add a numbered list. Click the NumberPoints.png icon to start a numbered list.
Indent.png Indent: Indent any text to the left or right. Click theIndentleft.png icon the indent text to the left, and click the IndentRight.png icon to indent text to the right.
Find.png Search: Search for words/phrases within a case note. Click the Find__1_.png icon to search within the case note.
Zoom.png Zoom: Zoom in to increase size of text. Click the Zoom__1_.png icon to zoom in on the case note to your preference by selecting your desired zoom percentage.
Table.png Table: Insert a table. Click the Table__1_.png icon to insert a table within your case note. Please do not use this functionality to insert tables since these are not supported and may not print
Insert.png Insert: This will allow you to insert: page break, page number, page count. Please do not use this functionality to insert files or images since these are not supported and may not print.
SpellCheck.png Spell check: Checks casenote for spelling errors. Click the SpellCheck__1_.png icon to perform spell check on everything you have typed.
LibraryText.png Library Text insert pre-set headings in your documentation
Timestamp.png Timestamp (Ctrl +T): Add your signature and timestamp to case note. Click the  Timestamp__1_.pngicon to insert your signature and timestamp at the end of your Case Note. (Or press Ctrl +T)
FullScreen__2_.png Full Screen: View case note in full screen. Click the FullScreen__3_.png icon to view the case note in full screen.
FittedView.png Fitted View: View case note on a fitted screen. Click the FittedView__1_.png icon the fit the case note to the screen size.
HideChangesbutton.png Hide Changes: Hide any changes made to case note. Click the HideChangesbutton__1_.png icon to hide or reveal the changes made to the case note.
VersionHistory.png Version History: Review all revisions made to the case note. Click the VersionHistory__1_.png icon to view the revision history of this case note.