The Notes page is used for documentation for a particular client. You can access the notes from the navigation drop-down in WIC Services or you can click on the Notes tab while you are in a WIC record. See Module 10: Figure 6 below.
Module 10: Figure 6: Accessing the Notes Page
• In HANDS, click on WIC Services.
• From the drop-down navigation menu, select Notes.
• This will bring back all notes for your Clinic.
• HANDS will display all the notes for the Clinic. The user may complete a search on the notes page for a specific date or client's name. See Module 10: Figure 7 below.
Module 10: Figure 7: All Notes for the Clinic
To view notes for a family or a client in a family, you access notes from within the workflow. See Module 10: Figure 8 below
Module 10: Figure 8: View Notes for a Particular Family / Client
• While viewing a family or client record, select the Notes tab from the top of the page. See Module 10: Figure 9 below.
Module 10: Figure 9: Notes for the Client Display
• The notes for the Client will display.
• You can change clients by selecting another client from the Client drop-down list.
• Click Search to search for notes for that client.
• To create a new note, click the Add button. See Module 10: Figure 10 below.
Module 10: Figure 10: Creating a New Note
• Choose the Client and Note Type.
• Enter the note for the Client.
• Click Save.
• Before saving if you want to remove the information entered, click Reset.
• Saved notes will display in the grid. See Module 10: Figure 11 below.
Module 10: Figure 11: Saved Notes in Grid Display