Quick Notes can be used to document client communications, staff interactions, follow-up activities, and other important notes.
Quick Notes can be accessed from:
Client Profile
Staff Profile
Menu → Clients → Quick Notes
Within the Client Profile, Quick Notes are located under the Caregiver tab.
When creating a Quick Note, complete the following fields:
Enter the date the note was created or the date the information was documented.
Determine whether the client should be able to view the note in their portal.
Subject Can View Note: The client can see the note.
Leave unselected if the note should remain internal.
Select the staff role(s) that should be permitted to view the note.
Optionally select one or more staff members if you would like the note to also appear in their Staff Profile.
Select the appropriate activity tag to categorize the communication, interaction, or reason for contact.
Examples include:
Phone Call
Follow-Up
Care Coordination
Client Concern
Staff Communication
Enter the details of the note in the body field.
Activity Tags can be created and managed by navigating to:
Menu → Communication → Activity Tags
Activity Tags help organize Quick Notes and improve reporting capabilities.
Quick Notes can be reported on at the agency level by navigating to:
Menu → Accounting → Reports → Quick Notes
The Quick Notes report allows agencies to review and track documented communications and activities across clients and staff.
Use clear, objective language when documenting notes.
Select the most appropriate Activity Tag for easier reporting.
Tag staff members when follow-up action is required.
Review note visibility before saving to ensure clients only see intended communications.
Use Quick Notes consistently to maintain a complete communication history.