🛠️ NCCC User Tip of the Week – Part 1: Using the Add a New Care Task Button

Need to quickly document an activity or take action in a client record? The Add a New Care Task button—located just below the client’s Timeline—is your shortcut to do just that.

Clicking it opens a pop-up window where you can:

• Add a General Task
• Create a Case Note
• Schedule an Appointment
• Log a Referral, Screener, or Assessment

The pop-up remains open, so you can complete multiple actions in one go. Most entries (except General Tasks and Case Notes) will also appear on the client’s Timeline once completed.

💡 Note: This button is ideal for quick, one-time actions—but it doesn’t show previous entries for those activities.