Report - Give and Receive Feedback

Blue Pen Tool
The blue pen tool is visible for supervisors after a report has been saved once. When the item is re-opened, the blue pen tool can be used to type edits and suggestions directly in the report. 

​1. Click "View Client List"
2. Click "Report"
3. Click "View Reports"
4. Click "Edit" 
5. Click the blue pen tool icon once turning it blue
6. Click once on the page where you'd like to type in blue ink
7. Type your edits in blue
or
8. Highlight text and then click blue pen icon to turn text blue
9. To turn off the blue pen tool, click the blue pen icon once turning the icon black
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Comments 
After saving a report one time, the "Show History/Comments" button will appear when the item is reopened to edit.

1. Click “Add Comment”
2. Type a title 
3. Type a comment
4. Click "Save"

• When the item is submitted to another user, they should always check the "Show History/Comments" to see if there has been a new comment created that needs to be addressed.
• A supervisor may mark a student’s checkbox complete or uncheck the student’s checkmark.
• The student will only have access to their own checkmark. 

History tab

• Lists initials, date and time of each person who has created, viewed, or edited the item.
• If you see initials that you don't recognize, the user viewing the item was probably the Help Desk. The ClinicNote team creates a Help Desk user for each clinic so that we can log in and help with any questions or issues that occur. The initials of the Help Desk is the first letter of your clinic name and "D" for desk, i.e. ClinicNote University would be "C.D." for ClinicNote Help Desk. 

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