The Notes screen allows you to record multiple Notes. It
can be accessed via the ribbon bar on the Client’s Profile, as
illustrated.
Here you can use the search facility to search for Notes by Category or Date parameters. To add a new Note, select Add Note- this will open the Add Notes window. From here, you can enter the text of the Note, select the Note’s Category, record a date, and link the Note with a Carer Profile. All Notes that are linked with a Carer will appear in the Notes section of the Carer Profile.
Multiple Notes can be recorded against a Client Profile.