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Add progress notes/feedback/incident/care notes
Add progress notes/feedback/incident/care notes

A guide to explain process of entering and editing care notes when logged in to the app.

Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

This article relates to adding shift notes when using the app. Please note it is also possible to add notes to a shift when logged in to the website, for more details see this article Add Progress Notes, feedback etc to the shift/Client.
Care workers can easily add progress notes of your shift through ShiftCare App, thereby reducing paperwork clutter. Login to your App, then click on the shift that you want to add notes for. After that, choose the Progress tab as shown in the image below.

This will then show you the list of notes that have been entered for that shift. Next, click on the plus (+) sign, and view the list of selections to choose from.

On this page, you can add the below shift notes:

  • Progress Notes: The care worker can add shift descriptions/notes in this section.

  • Feedback: Care workers can easily add shift feedback through the ShiftCare App, thereby sending their feedback in real-time and electronically.

  • Incident: You can now add a shift incident.

  • Enquiry: This part can be used as internal shift-related communication between staff and their employer.

In the next view, enter your shift progress notes in the field as specified below. Once done, press the Save icon. Your feedback will be recorded against the shift, and a notification will be sent to the coordinator/manager (if they have subscribed).

πŸ’‘ Tip! On some Android phones, the save button has to be clicked twice because the first time it just hides the keyboard.

An asterisk (*) next to a heading in your progress notes indicates that the question or information is required. You will get a warning if you try to save without filling in the field.

Edit shift notes

Whilst on the progress tabs page, notes can be edited. To edit notes, select the note that is to be updated. Once the note has been selected, you will be directed to the edit progress note page. At the top left of the page will be the note label (feedback, incident, progress note, etc.). On the top right of the page is the edit icon.

Notes for group shifts

In scenarios where there are multiple clients on the shift, it is possible to post a note to either an individual client or to the group.

When using the app, selecting Notify All will apply the note to all of the clients in the shift. If an individual client is selected, the note is applied to that individual.

Any shift notes are visible in the shift history as well as the communications history for the client.

Any note event is also available under the report named Events - Details.

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