---
title: Creating and Editing Case Notes
description: Creating and Editing Case Notes
---

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

# Creating and Editing Case Notes

The Case Note edit screen allows Team Members to create, edit, and finalise clinical documentation for a patient. This screen provides structure, flexibility, and connection to linked appointments and templates.

#### 🔧 Screen Breakdown

### 👤 Case Note Overview (Top Section)

This section displays important patient and author information:

- **Patient Name, DOB, and Identifier** – automatically displayed at the top.
- **Clinician** – the name of the Team Member editing the note.
- **Discipline** – the professional discipline of the note author (e.g. Clinical Psychologist).
- **Linked Appointment** – a dropdown to connect this note to a past or upcoming appointment. Selecting one ensures better record keeping and helps display the note within relevant parts of the platform.

> 📌 Tip: Only one appointment can be linked to a note, and only appointments for this patient will appear in the dropdown.

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### 🧾 Case Note Entry (Bottom Section)

Here you’ll complete the body of the Case Note.

- **Template** – Shows which template has been applied (if any). Click **Select Template** to open the list of available templates.  
  ⚠️ *Applying a template will permanently overwrite any existing content in the note.*
- **Title** – The title of your note. You can rename it from the default "Case Note" to something more descriptive (e.g. “Initial Psychology Consult”).
- **Case Note Text Field** – A rich text editor where you can write your note. Supports:
  
    - Formatting (bold, italic, bullet points, checklists, etc.)
    - Tables
    - Hyperlinks
    - Code snippets (for technical notes)
    - Markdown-friendly styling

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### 🚨 Warning on Template Replacement

When you click **Select Template**, a warning will appear:

> *“Applying a template will override all existing content in this case note. Any text you have previously entered will be permanently replaced.”*

Please ensure you want to apply a template **before** entering note content.

---

#### ✅ Action Buttons

- **Cancel** – Closes the note without saving changes.
- **Save & Exit** – Saves your note in *In Progress* state, allowing you to return and edit later.
- **Save & Finalise** – Marks the note as *Finalised*. This locks in the content (unless unlocked) and includes it in the permanent clinical record.
- **Delete** – Removes the note entirely. This option is only available for *In Progress* notes and may be restricted based on permissions.

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