Punchcard Notes

Punchcard Notes

Recording notes on the punchcard is an option during your clock out. It may not always be necessary, but it is an essential thing to know how to do. Follow the outlined steps to add shift notes while you are clocking out.
  1. Once you are on the punchard page from navigating Menu>Personal>Punchcard, click on the bar labelled “Notes”
  2. Click on the “Notes” tab. This will open up a textbox. Type your shift notes into it.
  3. Click “Add Note” at the bottom and the note will be added.
Once this process is complete, you may finish your clock out.

Additional Punchcard Site Setting options: Menu>Settings>Site Settings Punchcard


This setting allows the caregiver to add notes for past week of shifts.
NOTE: If unchecked the caregiver will only be able to add notes for the past 24 hours on shifts. 



This setting allow the for the amount of days of note history for the caregiver to see in their punchcard. 





    • Related Articles

    • Punchcard in Site Settings

      There are several options for the Punchcard that are available to be edited within the Site Settings. Some of these include EVV (Electronic Visit Verification), so be sure to check your state’s laws before setting those to make sure that you set them ...

    • Requiring Manager Approval Before Shifts Notes Are Displayed To Clients And Client Representatives

      You do have the ability to prevent shift notes from being displayed to clients and client representatives unless a manager has approved the notes first. To do this, go to Menu/Settings/Site Settings and scroll to the Privacy section. Check "Require ...

    • Punchcard Reimbursable Expenses

      Sometimes caregivers will have expenses that the agency will reimburse. To file a claim for your reimbursement while clocking out, follow the steps below. Navigate to the punchcard to clock out by going to the Menu>Personal>Punchcard. Once in ...

    • Offline Mode

      Note: Offline mode must first be enabled by Smartcare Support. If it is not enabled, please email <support@smartcaresoftware.com> Once enabled, offline mode lets caregivers continue to use their applications when there is no internet service ...

    • Disable Auto Clock Out for Clocked-In Shifts

      Please see attachment for information on this feature.