At Nursebuddy, we understand the importance of accurate and detailed documentation. That's why we have implemented a feature that allows multiple caregivers to enter their notes from their individual perspectives for each visit.
A preview of the visit notes is available on our Scheduling page, Calendar, Diary, and in full detail in Client and Carer notes reports, as well as the Visit List Reports.
If the note box is not available for the second carer, please ask them to do a manual logout in their mobile app (Click on the 3 lines at the top right of the screen > My Profile > Log out)
When doing a logout, visits must NOT have Ongoing status, otherwise all the information entered will be deleted.
Decide which carer will record the tasks in the mobile app
When more than one carer is assigned to a visit, you can see in the Scheduling page who will be the carer responsible for reporting all Tasks like cleaning, catheter form, blood pressure etc -these tasks will also include medication reporting- :
You can always change the carer who will be in charge of recording the tasks by switching the visits assignation manually.
Carer's Mobile App
In the carer's mobile app carers can see when a visit requires more than one carer:
They can open the visit and see who are the persons that will be delivering care:
If they scroll down to the list of tasks, they will see who will be recording the tasks but also they will see that now they both are required to write visit notes:
They can now proceed to record the tasks and write their notes.
Revising visit notes from manager's web portal
You can check the visit notes from different parts of the system:
1. Scheduling page: You can see an overview of the notes. If the notes are long you will only see a part of them by hovering over the completed visits *note the name of the carers between square brackets:
2. Client or Carer's calendar: by hovering over the visit. If the notes are long you will only see a part of them by hovering over the completed visits *note the name of the carers between square brackets:
If you open the visit you can see the full notes by expanding the visit notes field (pulling the lower right corner of the visit note field) *note the name of the carers between the square brackets:
3. From the Diary feed: Here you will see the full notes. The name of the carer that wrote the note will be in square brackets:
4. From the change log:
In the change log you can see the notes. For example here, carers Ann and Maria wrote their notes and ended the visit:
Then Ann, edited her notes. You can check these changes in the change log tab, too:
5. From Client and Carer notes reports and Visit List reports
From Client/Carer notes Report: Select the time frame and the name of the client or all clients. Here the notes will be presented individually but you can see from the stamped times that they belong to the same visit:
In the Visit List Report: you can hover over the visit to see all the notes (note how the notes are separated by [carers' name]. To see the notes in this report, make sure you have selected to show Visit notes from the Settings menu in the report.
If you want to generate a document that includes the notes from the Visit List Report, we suggest to use the option Copy to Clipboard to copy and paste all the information in this list including the notes into a spreadsheet.
Frequently Asked Questions
1- Can all carers see each other's notes and what tasks have been completed?
Yes! They can see this information from the Diary and also now they will see this information from the visit view, too
This is what the carer who didn't record the tasks can see if this feature is enabled:
Tasks and their recorded values entered by the other carer:
Other carer's notes:
2- What will happen if I don't want to have this option enabled? You can contact us and we will disable it for your account. Just bear in mind that previous notes entered by all the carers will remain in the system in both carers and managers' interface and if you disable it, the carer that was able to record the tasks will be able to edit all the notes, including the additional carer's notes. These changes will be visible in the change log.
3-We don't require that both carers write the notes but at least one of them needs to do it. Can I select for what carer is mandatory to write the visit notes? If you have this feature enabled both carers will have the option to write notes.
However, bear in mind that if you have enabled the setting that prevents carers from ending a visit unless all the tasks are completed then all the carers in the visit will be required to write a note in order to be able to check out/end the visit. One alternative option is that one of the carers writes a short reason why they are not writing the note in the visit note field to mark that task as completed e.g Ann wrote the notes for this visit.