Case Notes: Right Click Menu

When completing any case note, there are a number of functions that are available via the Right Click. To access the options, position the pointer above the case note headers:

Press: Right Mouse Button

Right Click Menu displays with the following options:

  • Create Case Note
  • Delete Draft Case Note
  • Check Required Data
  • Add Header(s)
  • Import Past Header Text
  • Delete Header(s)
  • Print/Preview Documents
  • Save
  • Finalize
  • Re-Finalize

Click: Option