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Client monitoring data when entering case notes

Access equality monitoring and Par-Q directly within new case notes for easier data capture.

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Written by Connor Baeza
Updated over 3 months ago

You can now view and complete client monitoring tools such as equality monitoring or Par-Q within each new case note. Previously, this was only available in the Edit Client section.


Step by step guide

  1. Click Client Tools.

  2. Click Find Client.

  3. Under Actions, click Case Data.

  4. Click Add New Case Notes.

  5. Click the Client Data tab.

You will now see any user monitoring tools available for your project and you can capture the information here.

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