The Notes tab provides a way for staff members to record and share notes in a dedicated space within the client record. Depending on the sharing settings of the agency and the staff member's access role, notes can be shared, edited, and deleted within and across agencies. Individual notes can also be made private to the agency where they were created, regardless of the agency's sharing settings.
|Note: the Notes tab can be enabled or disabled in the agency's Navigation Profile and a staff member's Access Role.|
Creating Client Notes
To create a note, click the Notes tab within the client record and click Add Note (figure 1).
Create a title for your note, select a date, and enter your note in the body of the notes section. The Agency field will automatically be populated with your agency name (or the name of the agency you are switched into).
Optional Time Tracking fields are available, which allow users to record the number of hours and minutes associated with the note. This method of tracking time can be utilized based on local need. For example, the agency may use these fields to collect the time spent entering the actual note or how much time was spent on the session with the client in total.
A note can also be marked Private, which means it will only be visible to staff members at your agency, regardless of the agency's sharing settings. For more information, see Making Client Data Private.
Once the note is completed, click Add Record.
Viewing and Modifying Client Notes
Notes that are available to you will display in the Notes tab and include the name and agency of the staff member who created the note and the date it was created/last modified. Depending on your access role and the agency's sharing settings, you may have the ability to view, edit, or delete notes created by users at other agencies.
To view and/or edit a note, hover over the note title from the Notes tab and click the edit icon (figure 2). If Notes is set to "Basic Shared" by the creating agency, this option will not be available to staff members at other agencies.
If Program Notes is enabled for a program, notes can be added from the Notes tab within a program enrollment. Notes added from within an enrollment will display in both the program enrollment Notes tab and client level Notes tab and can be viewed and modified either place. The sharing of notes added from a program enrollment is subject to the creating agency's Notes sharing settings, not their Service/Programs/Assessments sharing settings.
To add a new program note, open the applicable program enrollment, navigate to the Notes tab, and click Add Note (figure 3).