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Help > Carer Profile > New Carer > Notes
Notes

The Notes screen allows you to record multiple notes. It can be accessed via the ribbon bar on the Carer’s Profile, as illustrated below:

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 Client Profile. All Notes that are linked with a Client will also appear in the Notes section of the Client Profile.

Multiple Notes can be recorded against a Carer Profile.