---
title: Case Notes Table
description: Case Notes Table
---

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2. [Case Notes](https://support.wellifiy.com/en-au/knowledge-hub/case-notes?hsLang=en-au)

# 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 organised 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, and by Team Members whose Role includes the **View Locked Case Notes** permission.
- 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.

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