Client Notes

Client notes are very important for providing well-rounded care for your clients. Notes are also the main way you can communicate with other caseworkers. If your client comes back to your organization next month for help, another caseworker may be the one to provide assistance. A note can help that caseworker understand the reasoning behind your pledges and referrals.

Note

NEVER store social security numbers, credit card numbers, bank account information, or other sensitive data in Administry. Optionally, social security numbers may be verified using Administry’s SSVerify Tool. Account numbers for utility payments, etc. should only be added in the appropriate pledge request fields.

Note

Notes are not private. Any information added to a client note is viewable by other users within the same agency. If your agency chooses to share data with partner agencies, notes may be viewable outside your agency as well. Never add confidential, medical, financial, or other sensitive information to client notes.

Add a new note

1. Log into Administry and search for the client.
2. Click on the More Actions dropdown and then click Add a Note.
3. Once the Note window opens, add your note in the note area. The top menu bar provides options to change fonts and colors, add images, and insert links.
4. Make Sticky Note: Select this option if this note should appear first in the list of notes.
5. When finished, click Save. You can edit your note later if you need to make changes. Administrators can edit any note, but caseworkers can only edit their own notes.

View/Edit existing notes

1. Log into Administry and search for the client.
2. Click on the Notes tab and locate the note you want to view or edit. Click on it to open the Note Viewer.
3. If you are the original author of this note - or if you are an administrator - edit the note by clicking Edit.