Private Case Notes 

Access to case notes

Keeping confidential notes on clients and cases is essential. Kiip provides private notes in each client’s room, accessible to all team members, for important client details visible only to your program. Case Notes allows you to securely log interactions, referrals, and services in one place, with automatic logging of shared referrals as notes in the room.

Adding a case note

Click on ‘Notes’ in the left-hand navigation of a client room. Select the type of case note (see options below), and leave a note. Click ‘Add Note’ to save it for future reference.

Types of Case Notes:

• Comment - An open text field for general note taking
• Service status update - Update the status of a specific service being provided; 
  •  If updating a service status to "Eligible" or "Services Provided", you may be prompted to provide additional details before saving the case note.
• Client encounter - Capture date, time, and free text to notate unscheduled interactions with clients
• Client meeting - Capture date, time, and notes from planned interactions with clients