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Managing Case Note Types for NDIS and Home Care Clients with CareVision

Within CareVision, managing case note types is essential for categorising client information efficiently. This guide simplifies the process for NDIS participants and Home Care clients.

Case note types streamline access to client data, ensuring team members retrieve relevant information promptly. These notes align with specific security roles, dictating user access and visibility. They can pertain to a member, a client, or a group.

Managing Case Note Types for NDIS and Home Care Clients with CareVision
Managing Case Note Types for NDIS and Home Care Clients with CareVision

To create a new case note type, access your CareVision portal and navigate to "Settings" > "Case Notes". Click the button in the top right corner, name the case note, and assign a colour for easy identification. Grouping similar topics with the same colour enhances organisation - for instance, using "red" for incident reports and "green" for health checks. Attachments and flags can augment case note importance.

To review existing case notes, navigate to "Settings" > "Case Notes". Explore a comprehensive list of case note types linked to your organisation.

Sample Case Notes:

-Progress Notes
-Clinical Notes
-Activity Notes
-Management Notes
-Incident Notes

For further details on managing case note types in CareVision, visit www.carevision.academy today.



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