1. On the left-sside menu, click "Program Management"
2. Click "Client Mgmnt" on the sub-menu
3. Scroll down to find the client profile
4. Click "Case Notes" on the sub-menu
5. Click "+ Add note"
6. Select if you need a "Progress Note", "Meeting Note", "Assesment", "Follow-up", "Incident Report"
7. Set a "Priority"
8. Select "Normal"
9. Add a "Note Title"
10. Set a "Date" manually
11. or click on the calendar icon to select from the calendar view
12. Enter detailed case note content here
13. Add tags separated by commas (e.g., follow-up, goal-setting, family)
14. Click "Attach File" if you want to upload any files related to this case note
15. Click "Add Note to save and finish"
