Manager Notes for carers

Add private notes on carers for office use

Marjaana Jokinen avatar
Written by Marjaana Jokinen
Updated over a week ago

On the Carer Profile, you can add Manager Notes about your carers. These notes do not appear in the mobile app or anywhere else for the carers to see.

You can start by creating custom categories for notes related to your company's administration.

Create categories

You can add, edit, and delete category headers here: Settings > Carers > Manager note categories:

Create a new note

  1. Navigate to the desired care profile and select the Manager Notes tab.

  2. From the Actions menu, select Add note.

  3. Enter the text and select Category from the menu at the top.
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  4. Save the changes.

    Note: You can edit and delete notes you created later, but not notes made by others.

Browse and print notes

You can filter and browse notes by category. You can also print all or only the comments for a specific category.

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