Creating a Progress Note

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

• Log in and navigate to your dashboard.

• Select a Resident:

  • Choose the resident for whom you want to add a note.

• Access the Notes Section:

  • In the resident's profile, click on the Notes tab.

• Create a New Note:

  • Click the "New" button.

• Choose a Subject:

  • Select a subject from the predefined list to categorize your note.

• Enter Description:

  • Type your note in the description field.
  • You can upload images or add links if needed.

• Set Date and Time

• • Ensure it reflects when the event occurred.

• Assign Importance Level:

  • Choose from Low, Routine, Important, or Critical.
  • Notes marked as Important or Critical will appear on the main dashboard.

• 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.

Viewing and Tracking Notes

• View Notes:

  • In the Notes section, see all recorded notes for a resident.

• Additional Options:

  • Click the three dots next to a note for more options like View More.

• Track Note Views:

  • Synkwise records when team members view a note.