Create and manage shift notes that caregivers can complete during or after their shift to support accurate, consistent, and compliant documentation. This helps ensure your agency captures required information in a standardized way.
When creating a new note, you have full control over how it is used across your organization. You can mark a note as required, ensuring caregivers must complete it before clocking out of a shift. You can also choose to automatically assign the note to all active clients or all future clients. These options help standardize documentation, reduce manual administrative work, and provide flexibility to meet different client and agency needs.
For more information on adding notes to a client's plan and tracking submissions, see Managing Shift Notes in the Client Plan.
Creating Notes
Notes are created and managed in Shift Note Settings.
Accessing Shift Note Settings
There are two ways to access Shift Note Settings:
Option 1: Through Feature Settings
Click the dropdown arrow in the top left corner
Click Feature Settings
Select the Shift settings card
Scroll down to the Shift Notes section
Click Manage
Click + New Note
Option 2: Through the Client Plan
Click Clients in the left menu
Search for the client and select Profile
Click Client Plans in the slide-out menu
Select the Notes tab
Click Add Notes +
Click Create New Note
Click + New Note
Creating a Note
After clicking + New Note, follow these steps:
Enter the Note Name. This is the name DSPs will see when viewing notes in the app
Enter the Placeholder text
Click the Type dropdown and select the desired field type. Available options include:
Date and Time
Long Text
Multiple Choice
Number
Photos/Video
Short Text
Signature (Digital or Drawn)
Single Choice
Toggle
Configure any desired settings:
Required
Assign to all active clients
Assign to all future clients
Status: set to Active
Enter a Description
Click Create Note
Editing and Deleting Notes
Notes can be edited or deleted by clicking the three dots next to the note.
Assigning Notes to the Client's Plan
Once a note is created, it can be added to the client's plan. When creating the note, you also have the option to automatically assign it to all active or all future clients. If you need to assign a note to a specific client manually, follow the steps below:
Click Clients in the left menu
Search for the client and select Profile
Click Client Plans in the slide-out menu
Open the Notes tab
Click Add Notes +
Find the desired note(s) and click the + sign next to each one
(Optional) Mark the note as Required
Click Save
See Managing Shift Notes in the Client Profile for more information.
Archiving Notes in the Client's Plan
To remove a note from a client's plan, click Details next to the note and hit Archive.