Quickly Capture Notes in Crisis Support Center Management

Use Notes to capture relevant observations and details shared by a client during a call.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To use the Crisis Support Center Management app	Manage Crisis Support Center Management App

On the case record page, go to the Notes tab, and click New.
In the Notes window, enter a title for your note.
Record observations or important details the client shares with you during the call.
Click Done when finished.
After the call has ended, you can access the note in the Notes tab to record a call summary or add additional details.

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