Client Notes and Alerts

Adding Client Notes

You can access the Client Notes either in the Top Bar or Side by under Clients/ Company CRM and Add Notes

From here you can select the Client and Note Type

Carer's can also add notes directly on their mobile, for more information view Mobile - Client information

Adding in Client Care Worker Alerts

Care Workers can be shown alert notes relating to the client.

To add a note:

1. Head into the client profile as per steps above (either top bar or navigation menu)

2. Select "edit settings"

3. Navigate down and fill in the boxes as required

Please note - "Notes" will only be shown to admins/schedulers

"Important Notes for Staff" will be shown to care workers