Turn a case note into a notebook entry
The thing you learned is written on the case. Six months later you want it in the note where you keep that topic — not buried on a case you would have to find first.
- 1
Write it where the case is
Every case has a private note. Write in it at the time, while you still remember which detail mattered.
- 2
“Move to Notes…”
The case editor's note panel opens a sheet with two choices: make this a new note of its own, or append it to a note you already keep.
- 3
An appended block says where it came from
The append writes a provenance line carrying the case's id, its date, and the procedure. That line is the only durable record of where a paragraph in a long note originated, so it is treated as a contract rather than a formatting flourish.
- 4
The order of operations is the safety story
The destination is written first, and the case's note is cleared only after it lands. If the destination write fails, nothing changed — and the sheet says exactly that. If the clear fails, the text is in both places and it says that too, rather than reporting a move that half happened.
Undo restores the source first, for the same reason: at every step, the text exists somewhere.
- 5
The case still points at it
The case editor lists the standalone notes linked to it, so a note that moved is still reachable from the case that produced it.
Both sides are encrypted — a field-encrypted note on the case, a sealed blob in your notebook. The move never writes plain text to disk.
More in day to day
Speak it, tap it, or use a template — and never lose a case.
Set up tomorrow's OR board the night before — then log each case in one tap.
Hand a co-resident your case templates and attending notes in one file.
Search, chips, a heatmap and a month rail — all narrowing the same list.