By clicking on the title at the top of a column in the client list view you can sort all your clients by the subject of that column. So by clicking on Case Number you will sort all your Notes in case number order. Click again and you will reverse the sort order.
By clicking on Referral Date you will sort all your clients into referral date order and by clicking the same heading again you will reverse the order.
If you click on Name you will sort by client name order. The safenotes will sort on the first letter of the first name, so Fred Blogs would be sorted under F. If you want him to be sorted under B you should write his name Blogs, Fred in your record.
The Find function will work on either name, or even a part of a name.
Yes, every time your computer accesses our server the two computers agree a password between them, which is only used for that session. No one, other than the two computers, will know that password and information from either computer can only be accessed by using that password.
In addition you will need your own username and password to log-on to the site and we recommend that you change your password periodically.
Leaving a page does not automatically save it. You need to click the button Update Client (or Add Client if it is a new one). If you forget the site prompts you by asking “Are you sure you wish to exit without saving?” If you click OK you will leave the page without saving your changes. If you click Cancel you can then save the page.
Occasionally you may leave the page open for too long and the site will "time out”. In those circumstances you cannot save the page and what you should do is to highlight the area you have recently added and copy it to your clipboard by typing “cmd+ C” on a Mac, or “control + C” on a PC. Next open up the page again and you can Paste the information you have just saved it to your clipboard by typing “cmd+ V” or Mac, or “control + V” on a PC.
Click on the "Documents" tag in a client record. To add a new file click on "Upload file" and then navigate to the file and click "Choose". To download a file you have already uploaded Click on "View file".
If you want to access your documents in a place where you don’t have internet access, you will need to manually export your notes. To do this click on the particular client record that you would like to print off, and then click on the tab called “Notes”. You then can then either:
i). Select your printer and print the notes directly onto paper.
ii). If you have a PDF print driver installed on your computer / device you can go to select a printer, and will find an option to print straight to a to a PDF file which you can then save to your device. For a video on how to do this, visit https://helpx.adobe.com/acrobat/using/print-to-pdf.html
N.B. If you do not have the functionality to print to PDF but want to find out more you will need to look for the paid for software “Acrobat Pro DC” or look for other compatible PDF Printer Driver software in your local computer stores or on the internet.