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Private notes for client
Private notes for client

Option for adding notes which are not shared with staff or carers or care workers assigned to the client

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

You can achieve this through the following methods.

  1. You can upload documents where they have control over whether the document is shared with the attendant.

  2. Can create a second profile for the client & use this for scheduling with the staff member and another one for writing a private note.

  3. Turn off note sharing, by default, sharing care notes is enabled.

  4. There is also a private note on the client's details page. This is displayed on the Scheduler as an eye with a line through.

  5. Additionally, you can add a private progress note for the client, it is like a note you add to a shift or a client or staff member's communication page, but it has restrictions on who can see that note.

Turning off sharing of progress notes

To change or check the settings for a client, navigate to the Client's details page. Under the Settings module, locate the Share Progress Notes option.

The settings module is on the right-hand side of the page. Click on Edit and then tick Share Progress Notes option. Once done, click on Update.

Further reading

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