How to View, Add, Edit, and Manage Filenotes in Qunote
Filenotes in Qunote are essential for recording all clinical notes, time entries, and interventions related to a client. Every activity, consultation, or interaction is logged as a filenote, ensuring that all relevant information is captured with timestamps, expenses, and travel details.
This guide covers:
- How to view filenotes
- How to add filenotes
- Editing and deleting filenotes
- Filtering and exporting filenotes
- Answering common filenote-related questions
What Are Filenotes in Qunote?
Filenotes are records of any intervention, contact, or service provided to a client. These notes are stored in the client’s file and contain:
- Date and time of the activity
- Duration of the activity
- Travel time and expenses (if applicable)
- The clinician or professional who performed the service
- Notes on the intervention or activity
- Chargeable status (whether the activity is billable)
- Privileged status (whether the filenote is confidential)
Viewing Filenotes in Qunote?
To view filenotes, follow these steps:
Navigate to the Client’s File
- Click on the client’s name from your dashboard or search for them using the search bar.
- Select the Filenotes section from the left-hand menu.
Click on a Filenote
- Clicking on a filenote will expand it, showing details such as clinical notes, expenses, duration, and author.
- Clicking on a filenote will expand it, showing details such as clinical notes, expenses, duration, and author.
Expand All Filenotes
- To view all filenotes at once, click the “Expand All” button.
- To view all filenotes at once, click the “Expand All” button.
Use Filters to Find Filenotes
- You can filter filenotes by:
- Keyword (search for specific words within the filenote)
- Date range (find notes within a certain timeframe)
- Author (filter by the person who created the note)
- Category (such as travel, consultation, or therapy)
- Chargeable status (view only billable notes)
- You can filter filenotes by:
Adding a Filenote in Qunote
To add a filenote, follow these steps:
Go to the Filenotes Section
- Navigate to the client’s profile and select Filenotes from the menu.
Click “Add Filenote”
- You’ll see a form where you can enter details about the activity.
Enter the Required Details:
- Client Name (Pre-filled with the selected client)
- Date and Time (When the activity took place)
- Title (Brief summary, e.g., “Follow-up call with client”)
- Details (Full description of the activity, assessment, or intervention)
- Duration (Time spent on the activity)
- Travel & Mileage (If applicable, enter travel time and mileage)
- Chargeable Status (Is this a billable activity?)
- Privileged Status (Should this note be restricted?)
- Author (If entering on behalf of another team member, select their name)
Attach Documents (Optional)
- Click “Attach Document” to link any supporting files (e.g., assessment reports, invoices, receipts).
Save the Filenote
- Click “Save & Close” to finalize the filenote. The entry will now appear in the client’s records.
Editing & Deleting Filenotes
To edit a filenote:
- Click on the filenote you want to edit.
- Select “Edit Filenote” in the top-right corner.
- Make changes and click “Save”.
To delete a filenote:
- Open the filenote.
- Click “Delete” (⚠️ Deleted filenotes cannot be recovered).
Exporting Filenotes
You can export filenotes for external review or record-keeping.
- Click the “Filter & Export” button at the top of the filenotes list.
- Select the filters for the filenotes you need.
- Choose an export format (CSV or PDF).
- Click “Download”