Using the Case Plans tab is optional but can be useful for case management. This is also where you can store sensitive information in OMC HMIS because case notes are not shared with other providers.
File attachments can be uploaded at any time by clicking Add New File Attachment, but all other case notes must be attached to a goal. Click Add Goal to create a new goal, or the pencil icon to edit an existing goal.
The Print Case Plan button just generates a PDF of the goals associated to the client.