ClientCentric

Features · Case notes

Documentation with a spine: draft to locked.

A case note that can be quietly edited three weeks later is not documentation — it's a text file with a date on it. ClientCentric gives notes a real lifecycle, and the lifecycle is what a reviewer trusts.

How case notes work in ClientCentric: staff draft and submit notes for the visits they worked; reviewers approve or return them with a reason; approved notes lock. A locked note is never edited — corrections are addenda that leave the original exactly as written, with both visible in the record. Documentation periods close one-way and list exactly what is still outstanding before they do.

The lifecycle, honestly enforced

  • Draft → submitted → returned-with-reason or approved → locked
  • Corrections as addenda: the original text is preserved verbatim, forever
  • Notes due surfaced to the staff member on their own Today view — with the deadline
  • Review queues for administrators: waiting, returned, and overdue, each a click deep
  • Completion computed over every visit that needed a note — not just the ones that got one
ClientCentric case notes for administrators: notes waiting for review with write-the-note and review actions, and documentation-period status

The review queue is the workflow. Waiting, returned, drafts, and due — four numbers that open four lists, and a period close that refuses to pretend the outstanding work isn’t there.

Imported history stays history

When an agency switches to ClientCentric, historical documentation imports as locked history — readable, searchable, attributed, and uneditable. Imported notes that could be edited afterwards would not be documentation, so the platform refuses to create that possibility.

Try the case-note workflowBook a walkthroughNo signup. Fictional data. Everything resets on refresh.

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Written and maintained by the ClientCentric team from the working product. Last reviewed .