Case notes
Search, create, and review a child's internal case-note record.
Open Notes on the child record for the child's internal documentation chronology. Notes are separate from delivered services and system activity.
- Search note text within the current child record.
- Filter by author, effective date, or removed status.
- Use the child record's Create control, then choose New case note.
- Reply once beneath a root note when staff coordination needs context.
Each root entry shows its author and effective date first. A note may be dated today or backdated to the documentation date. When the effective date differs from the recorded timestamp, both appear. Replies retain their recorded time.
This is not a session note and not a billable service-coordination contact. Those stay in Activity with sessions, coordination, and meetings. System changes stay in Case history.
Administrators may export an oldest-first, numbered PDF packet from the Notes overflow menu. The packet includes replies, recorded/edited metadata, source provenance, and page numbers.
Looking for a record of status changes and field edits rather than discussion? Open Case history from the child record. See The child record.