Write a Resident note to document important events. Learn how to efficiently create notes, assign priority levels, and keep everyone on the same page.
Steps to Create a Progress Note
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Log in and navigate to your dashboard.
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Select a Resident:
- Choose the resident for whom you want to add a note.
Use the search bar to find a resident quickly.
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Access the Notes Section:
- In the resident's profile, click on the Notes tab.
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Create a New Note:
- Click the "New" button.
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Choose a Subject:
- Select a subject from the predefined list to categorize your note.
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Enter Description:
- Type your note in the description field.
- You can upload images or add links if needed.
Including visuals can provide valuable context.
- Set Date and Time
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- Ensure it reflects when the event occurred.
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Assign Importance Level:
- Choose from Low, Routine, Important, or Critical.
- Notes marked as Important or Critical will appear on the main dashboard.
Use higher levels for notes needing immediate attention.
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Save the Note:
- Click Save and Close to finalize.
- Or Save as Draft if you wish to edit later.
Adding Notes from Anywhere
- Quick Access:
- Click the blue plus sign button at the bottom right of any screen.
- Select Add a Resident Note.
Did You Know? You can also add notes for staff members or at the facility level.
Viewing and Tracking Notes
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View Notes:
- In the Notes section, see all recorded notes for a resident.
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Additional Options:
- Click the three dots next to a note for more options like View More.
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Track Note Views:
- Synkwise records when team members view a note.
Accountability Matters: This ensures everyone stays informed.