Case Notes Table

The Case Notes table allows Team Members to view, access, and manage all Case Notes created for a patient. This table offers visibility across disciplines, authors, and note types - whether linked to an appointment or not - helping you maintain comprehensive and organized clinical records.

🔍 Table Columns Explained

Column	Description
Created On	Date and time the note was originally created.
Title	Clickable title of the note. Some notes will show a specific title (e.g. Psychology Note), while others display as Case Note by default.
Template	Shows which template was used to create the note (if any).
Created By	The Team Member who wrote the note.
Discipline	The professional discipline of the note’s author (e.g. Clinical Psychologist).
Note Status	Indicates whether the note is In Progress or Finalised. Finalised notes are considered complete and cannot be edited unless unlocked.
Linked Appointment	Displays the associated appointment type and time, if linked.
Last Modified	Shows when the note was last edited or updated.
Actions (••• menu)	Opens a dropdown with available actions: View, View History, Edit, or Lock Note (depending on permissions and status).

🔐 Locked Notes

When a Case Note is locked:

A lock icon appears next to the note title.
The contents of the note can only be viewed by the original author.
Other Team Members will still see that a note exists but cannot open or read it.
Locked notes cannot be edited or deleted.

📌 Additional Features

Notes are listed in reverse chronological order.
Filters across the top allow you to narrow the view by Discipline, Author, or Template.
Pagination appears at the bottom when there are multiple pages of notes.