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Create Diary Notes

Adding Notes as a Manager

  1. Go to carer’s profile (People > Carers > click on a carer)
  2. Go to Diary
  3. Click on the “Add a note concerning this carer” field
  4. This will allow you to write a note and choose a note type
  5. Click on Add to save your note

 

Adding Notes as a Carer

  1.  When a visit is started there is a 'notes' section within the app to log information.
  2. 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

 

 

 

 

 

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