Notes Autosave

This feature is currently in Beta

In human services work, case notes are critical. They capture important details from client interactions, visits, and services, and sometimes take time to complete. If your browser crashes, your internet drops, or you accidentally close a note before saving, valuable information can be lost. To help protect your work, Casebook now includes an Autosave feature for notes. This enhancement is designed to give you peace of mind while you work, making sure your progress isn’t lost while you’re documenting.

 What You Can Expect

Autosave runs automatically every 60 seconds when you're editing a note, as long as changes have been made.

• It saves all major note fields, including:

  • Note type

  • People involved

  • Method of contact

  • Start and end date/time

  • Subject

  • Note content

  • Attachments

• You’ll see a “Last saved by [Name] at [Time]” message update during your session.

  

• Manual saving is still required to officially publish the note and make it visible to others.

 If There's an Issue

If a connection issue or session timeout prevents an auto-save, you'll see a clear message in the note window. This gives you a chance to copy your work, reconnect, and save.

 Good to Know

• Autosave occurs 60 seconds after each change
• To save final changes any time, click "Save" when you're done typing 
• To keep sensitive notes private while you are typing, set Permissions
• To avoid editing conflicts, only one person should edit a note at a time

Frequently Asked Questions