How to Bulk Add Case Notes for Social Groups

Managing event attendance and case notes supports organised participant record-keeping. Using bulk actions improves efficiency by reducing repetitive manual tasks and ensuring consistency across records.

This topic describes how to add bulk case notes and apply them to selected participants.

Keywords: social group attendance, manage attendance, case notes, bulk case note, participant records, attendance tracking, client notes, event documentation, bulk updates, carevision social groups

Accessing Event Attendance

1. In the left navigation pane, go to Community > Social Groups.

2. Select the relevant Social Group.

3. Choose an Event:

1. Pink indicates the event is unpublished.
2. Violet indicates the event is published.

4. Click Manage Attendance to view participants and manage notes.

Adding Case Notes

You can add case notes either individually or in bulk, depending on your needs.

A. Single Case Note

1. Locate the participant in the attendance list. Click Add Note next to the corresponding participant to link the note correctly.

2. The Create Case Note form will appear. Enter the required details, including relevant descriptions or supporting information.

3. Click Save to record the note for that participant.

B. Bulk Case Notes

1. Click Begin Attendance Check to enable participant selection.

2. Select participants using individual checkboxes or the bulk selection option.

3. Click Bulk Add Case Note once participants are selected.

4. The Bulk Add Case Note form will appear.

5. Complete the required fields:

1. Select the Case Note Type
   

1. The Clients field auto-populates based on selected participants.
   

1. Add a description and any relevant attachments
   

6. Click Save to apply the case note to all selected participants.

Result

The case notes are automatically saved to each selected participant’s client profile under Notes and Forms. Only participants marked as present will receive the case notes, which reduces manual work and ensures accurate documentation.

Sample case note:

Sample case note:

This topic explained how to use the bulk feature to efficiently add notes to multiple social group participants. For more information about managing attendance and case notes, contact the CareVision Support Team.

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