This guide will help you create and submit case notes in the Avaana system. Follow the steps below to easily navigate the process.
There are two ways to create/ submit case notes:
1.1 Accessing through Client List
Log in to your Business Dashboard.
Navigate to Client List from the left-hand menu.
Search for your client using the search bar.
Click on the three dots icon next to the client’s name.
Select Add Case Note.
1.2 Accessing through Bookings
Log in to your Business Dashboard.
Navigate to Bookings -> Workcover Bookings from the left-hand menu.
Click on your client
Click on “Add Case Note”
2. Entering Case Note Details
When you open the Case Notes form, certain fields will be auto-filled, including:
Claimant
Claim Number
Date of Appointment
Modality
Service Name
You will need to complete the following mandatory fields:
Subjective
Objective
Assessment
Plan
Other Comments
After filling out all required sections, click Continue.
3. Managing Subsequent Bookings
After saving your case note details, you will be asked whether a subsequent booking is required.
Option A: If a Subsequent Booking is Needed
Select Needs to be booked.
Choose the required service.
Select the appointment type:
In person (visit the clinic)
Online (meet virtually)
Pick a suitable date and time from the calendar.
Confirm the booking.
Click Submit.
Option B: If No Subsequent Booking is Needed
Select No Subsequent Booking Needed.
Choose a reason from the dropdown list (e.g., Goals met early, Condition resolved).
Click Submit.
4. Confirmation
Once submitted, your case note will be saved and linked to the client’s record. If a subsequent appointment is booked, it will also appear in the Bookings section of your dashboard.
✅ You have successfully created and submitted a case note in Avaana.