Adding Notes as a Manager
- Go to carer’s profile (People > Carers > click on a carer)
- Go to Diary
- Click on the “Add a note concerning this carer” field
- This will allow you to write a note and choose a note type
- Click on Add to save your note
Adding Notes as a Carer
- When a visit is started there is a 'notes' section within the app to log information.
- The note then becomes 'active' for both carers and managers and will be attached to the clients profile until it's dismissed.
This is the view from a managers perspective, dismissing the note dismisses it for every manager