Whether itâs a note about a professional development goal, a scheduling preference, or internal feedback, these insights stay strictly within the office team. They will never appear in the mobile app or be visible to the carers.
Make it yours: Custom Categories đď¸
To keep your records organised and easy to navigate, you can create custom headers that match how your specific company operates.
How to set up your categories:
Navigate to Settings in your blue panel
Select Carers
Click on Manager note categories
From here, you can add, edit, or delete category headersâlike "Training Reminders," "Welfare & Wellbeing," or "Complaince & Admin"âto ensure your team stays organised and your records remain professional.
Why use custom categories? đď¸
Consistency: Ensure every manager in the office records information the same way.
Speed: Find exactly what youâre looking for during appraisals or audits.
Professionalism: Keep internal feedback separate from general profile data.
Suggested Manager Note Categories đď¸ |
Category Name | What to record here... |
Welfare & Wellbeing | Notes on a carerâs mental health, personal challenges, or "check-in" chats. |
Professional Growth | Career aspirations, interests in specific care types (e.g., dementia), or requested training. |
Availability Nuances | Context behind their hours (e.g., "Needs Tuesdays off for childcare until Sept"). |
Performance Feedback | Internal notes on quality of care, praise from clients, or areas for improvement. |
Compliance & Admin | Missing paperwork reminders or notes on right-to-work updates. |
Equipment & Uniform | Tracking when a new tunic was issued or if they need a new ID badge. |
Recording a new Manager Note đď¸
How to add a note:
Find your carer: Navigate to the Carer Profile of the person youâd like to update
Go to the Manager Notes tab: Youâll find this right alongside their general profile information
Create your update: Click the Actions menu in the top right and select Add note
A Nursebuddy Tip for the Office đ
Categorise for Clarity: When adding a new note, donât forget to select the appropriate category youâve created. This makes it much easier for youâor a fellow managerâto find the right information later during a busy shift or a staff appraisal.
Saving your insights
Once youâve opened the note window, itâs time to add your update. Keeping your notes organised now saves your future self a lot of time!
Enter your text: Type your update or observation into the note field
Assign a Category: Select the most relevant Category from the menu at the top. This helps keep your office records tidy
Save your changes: Click save, and your note is securely stored on the carerâs profile
A Note on Privacy & Teamwork: To ensure a clear and honest audit trail, you can edit or delete any notes you have created. However, notes made by other members of the management team are permanent and cannot be changed.
Reviewing and Printing Manager Notes đ¨ď¸
Need to prep for an appraisal or a quick team meeting? You can easily look back through your records to see the full picture of a carerâs journey.
Filter & Browse: Use the category filters to quickly find specific types of notesâlike "Training" or "Welfare"âwithout scrolling through everything.
Printing for Portability: If you need a physical copy for a meeting or a file, you can print all notes or just the comments for a specific category.
Why this helps your team: đ
Audit-Ready: Having categorised, printable notes makes compliance much simpler
Better Appraisals: Use the filtered view to celebrate a carerâs wins and track their progress over time.Enter the text and select Category from the menu at the top.