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Share Care Notes among Carers

Sharing care or progress notes enables carers to view and share notes with others visiting the same client through the mobile app.

Written by Andrew

The Sharing Progress Notes option on the client's detail page enables carers to view all notes previously made by other carers and staff members assigned to the same client.

Share Progress Notes

By default, sharing care notes is enabled.

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

The settings module is on the left-hand side of the page.

Click on Edit and then tick Share Progress Notes option. Once done, click on Update.

Accessing Progress Notes in the Mobile App

When this option is enabled, the carer can view historical notes in the app through their shift details. Once opened the shift details has an Events tab in the bottom corner. Selecting this will display the historic notes.

The carer will see any notes made for that specific client during past shifts.

Note: If the Share Progress Notes option is turned off, then the carer will not be able to view any notes, as shown below.

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