Flagged Case Notes and Follow-Up Reminders

 There may be cases where you need to follow-up on something within a particular case note, or simply need to go back to a case note to finish writing it.  Now you can quickly "flag" a case note and optionally set a reminder for any case note.

How to Flag a Case Note

1. While adding or editing a case note, click the  button at the bottom of the screen.
2. A pop-up will appear with some optional fields:
   1. Note - add a note about why you are flagging this case note so that you remember the next time you come back to it.
   2. Reminder - click the "Add Reminder" button to choose a date and time that you would like to receive a reminder, and whether you want the reminder as an In-App Message or Email.
3. Close out of the pop-up window by clicking the "X" or off of the pop-up window.  Now, the flag button will appear with a red background , meaning the case note is flagged.
4. Save the case note.

How to Un-Flag a Case Note

1. When editing a case note that has previously been flagged, click the  button at the bottom of screen.  It will now have a white background, meaning it is no longer flagged.
2. Save the case note.