howto: Type Electronic Notes


Press F2=Notes to access the 'Look Up Client Statement Notes' screen.
Since you are starting a new statement, there will not be any notes in the list.
Press F3=Exit to leave the screen.
The 'Work with Client Statement Notes' selection screen will appear.
Press F6=NewNTS to start a new note.
If you see a message 'The Provider Code is missing...',
Move the cursor to the field to the right of 'ONECase Number.'
Key the Provider code (it is probably 'IM'),
Press F6 again.
The 'Work with Client Statement Notes' text screen will appear. 
Type the note text.
For more information, see the Notes section of the ONECase procedure guide.
Press the 'F13=Upd' key to save the note text.
Press F3=Exit to return to the Statement Summary screen.

The Client Statement application gives you access to the ONECase Notes function. That means that you can type notes as long as necessary about the application and/or case. Any dictation that you type will be marked with the Statement Number. Statement Number is the value marked with the reverse image below. You can see all the notes dictated for a given Statement Number.

.
CS4600?1 H Look Up Client Statement Notes 7/22/98

SELECT Note ___________ Source * ___ _____ Doc * *NONE_______ 12:57:52
IM FP___ _________ _____ _________ __________ ________ _ ______8
Sel_*Pvr_*M/Nam_S_*Case_Nbr__*Svc_____*Person__*Wkr_Crt'd__Dt_Crt'd_?_Appl_Nbr

...

Select: C=Copy, M=Maintain, N=Notify, P=Print, S=Segments, V=View, D=Delete
?: + Select Dates Greater, ? Select Dates Less, Else Select Dates Equal To.
Enter F3=Exit F8=Lookup F17=Fold/UnFold
.


The Selection screen (spaces between lines removed to conserve space)
.
CS3600?1 H Work With Client Statement Notes 9/04/98 
ADD 11:26:19 
?????????????????????????????????????????????????????????????????????????????? 
ONE/Case Module....* FP Federal Programs 
Application Number.* 8 
ONE/Case Number....* * 
ONE/Case Service...* 
Person Number......* 103 
Segment Source.....* * 
Template ID........* 
Note/Form ID.......* Segment ID.........* 
Comment.......... Client Statement Notes for CS# 0000008 

Enter F3=Exit F6=NewNTS F8=Lookup F13=UpdNTS F21=LstSgm 
F22=NewSgm F23=History F24=Zip 
.


The Text screen
.
CS3600?2 H Work With Client Statement Notes 9/04/98 
CHANGE Case. IM Created 9/04/98 By. TOMCOX 11:28:08 
Module FP Service Person. Mr Dale Murphy 
Appl # 8 Doc No Sgmt Source ID 98247112807 000 
DATE: 09/04/98 BY: TOMCOX ???????????????????????????????????????????????? 

Type text here...

... 
F2=PgUp F3=Exit F5=Tab F8=Look F9=Ins F10=Add F11=Dlt 
F13=Upd F16=Sts F17=List F18=Sgn F19=Prv F20=Nxt F21=Lst F22=New 
.


As you probably assume, you can type notes at any time during the application interview.

For more information about notes, see the Notes section of the ONECase Procedure Guide.

IF YOU CAN NOT FIND THE NOTE YOU WANT, EXAMINE THE SELECTION FIELDS IN LINES TWO AND THREE AT THE TOP OF THE SCREEN.