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Appropriate Case Notes should: Inappropriate Case Notes should not: Refer to case specific dates Contain irrelevant details Contain all necessary information Discuss medical details Be detailed enough for anyone authorized to access the file to understand Include discussions of participant’s benefits with third parties Identify services provided Include any hearsay speculations Be subjective, draw conclusions, or make judgements Flagged Case Note EA System screens are specific to each program year. The E1CN screen will only display for the program years selected from the FY drop down box. Flagging a case note allows the agency to bring attention to important information that could prove useful in subsequent program years. The FLAG NOTE indicator displays on E1CN. Adding a flag note on E1CN Click on the E1CN button. Type information to be documented in the Applicant Case Notes Information box. Click SAVE. A box will appear next to the case note box titled, “FLAG NOTE”. Click on FLAG NOTE box. Click SAVE. A message will display, “Case Note Flagged.” Accessing Flagged case notes from E1RG Click on FLAGGED CASE NOTE AVAILABLE. The EA System will transfer to the most recently flagged case note. Flagged case notes could exist on FY other than the FY identified as having the most recent case note. When the E1RG displays, “Flagged Case Note Available” the worker should review all case notes on every FY. When the information in a flagged case note is no longer important to the LIHEAP case, the flagged case note should be removed. Removing flagged case note from E1CN Click on Flag Note field to remove check. Click on SAVE. The message “Case Note Flag Removed” will display. Removing a flagged case note is limited to LIHEAP staff and agency staff with Management Security Access. If the flagged note is attached to a FY that is no longer accessible (more than 5 FY), CAA staff will need to send an email to LIHEAP so they can request ITSD delete the unnecessary flag.