The case notes system in empowOR has several key features and functions.
Main Features
- Accessible from any intake screen
- Supports notes of any length
- Allows categorization for easier searching
- Includes privacy tags for restricted access (requires administrator setup)
Search Functionality
- Available via green magnifying glass icon
- Can filter by date range, category, privacy tag, staff name, and participant name
- Supports full-text search within note contents
Creating and Viewing Notes
- Add new notes using the "ADD NEW" icon
- View full note contents using the EDIT icon
- Notes can be added directly from service delivery or counseling forms
- Can be associated with specific services
Printing Options
- Print all notes or a filtered selection
- Process:
- Open Case Notes
- Apply search filters if needed
- Use QUICK REPORTS icon (green down arrow)
- Print from new tab that opens