How do I record Care Management Activities?

Follow these steps to set up a Billable Case Note for Support at Home.

Step 1: Add a New Case Note Type

1. Go to Organisation Settings > Case Notes tab > Case Note Types.

2. Click + Add Case Note Type.

3. Enter a Type Name (you can customise the name).

4. Select the Case Note Category for this type.

5. Add any required details such as Security Level, Moderation, or Editing settings.

6. Click Save.

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Step 2: Add a Custom Field

1. Go to Organisation Settings > Custom Fields tab > Custom Fields.

2. Click + Add Custom Field.

3. Enter a Field Name (you can customise it).

4. Set Field Type to Support Funding.

5. Set Field Width to 100%.

6. Add any other details like Field Label, and tick Mandatory if needed.

7. Click Save.

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Step 3: Link the Custom Field to the Case Note Type

1. Go to Organisation Settings > Custom Fields tab > Custom Fields > Custom Note Custom Fields.

2. Click + Add Case Note Custom Field.

3. Select the Case Note Category and Case Note Type for the SAH Billable Case Note.

4. Click Add Custom Field and choose the custom field you created earlier.

5. Click Update and then Save.