How to Time Track an Activity or Activity Note through the Case Board

Tracking  Time on Activity Cards and Notes

Index

• 1. A user with administrator access must enable "Turn on Medical Billing" in system settings.
• 2. To track medical codes when entering an activity card note, a user with administrator access must enable "Track Time against Client Notes."
• Time tracking from an activity card
• Time Tracking when entering activity notes
• Medical Coding

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Prerequisites

1. A user with administrator access must enable "Turn on Medical Billing" in system settings.

To enable, follow these steps:

1. Click the green code in the upper right-hand corner
2. Click the "System Settings" icon
3. As illustrated below, click the three dots " ... " next to "Turn on Medical Billing." Select "Yes" and then click "Save." Type "Medical" in search field (highlighted below) to filter the search.

Note: "Turn on Medical Billing" is disabled by default.

2. To track medical codes when entering an activity card note, a user with administrator access must enable "Track Time against Client Notes."

To enable, follow these steps:

1. Click the green code in the upper right-hand corner
2. Click the "System Settings" icon
3. As illustrated below, click the three dots " ... " next to "Time Track against Client Notes" Select "Yes" and then click "Save." Type "Track" in the search field (highlighted below) to filter the search.

Note: "Time Track against Client Notes" is disabled by default.

1. A user with administrator access must enable "Turn on Medical Billing" in system settings.

To enable, follow these steps:

1. Click the green code in the upper right-hand corner
2. Click the "System Settings" icon
3. As illustrated below, click the three dots " ... " next to "Turn on Medical Billing." Select "Yes" and then click "Save." Type "Medical" in search field (highlighted below) to filter the search.

Note: "Turn on Medical Billing" is disabled by default.

2. To track medical codes when entering an activity card note, a user with administrator access must enable "Track Time against Client Notes."

To enable, follow these steps:

1. Click the green code in the upper right-hand corner
2. Click the "System Settings" icon
3. As illustrated below, click the three dots " ... " next to "Time Track against Client Notes" Select "Yes" and then click "Save." Type "Track" in the search field (highlighted below) to filter the search.

Note: "Time Track against Client Notes" is disabled by default.

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Time tracking from an activity card

You can track time spent on an activity by clicking the green clock icon on the activity card. This action will display the duration you or your caseworkers have worked on the activity.

Clicking this icon will open the time entry modal window. Please enter the time for the activity and then click 'Save.' 

Time Tracking when entering activity notes

Open an activity and select the edit icon. 

1. Type in your notes
2. Select "Add Note"
3. Enter the times and date
4. Select "Save"

After the case note is saved, it will resemble the following screenshot.

Medical Coding

If your organization utilizes Medical Coding, you can apply medical codes to the activity or activity note you are time tracking. If your organization would like to take advantage of this feature, contact PlanStreet Support Services.