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Record a case history summary

In this article, we explain how to record a case history summary.

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Written by Yusef Abulaynain
Updated over 2 months ago

You can record a case history summary if case histories have been enabled by your administrator.

A case history summary is a brief description of the important points of a case history, designed to present useful information to other workers at a glance. The summary can be up to 4000 characters long.

You can record a case history summary as follows:

  1. Navigate to the relevant Person Summary.

  2. Click Case history. If this tab is not present, your administrator has not enabled case histories.

  3. Click the Add case summary icon (a green cross).

  4. Type in the details of the case summary.

  5. Click Save and close.

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