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.

Use the search bar to find a resident quickly.

  • 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.

Including visuals can provide valuable context.

  • 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.

Use higher levels for notes needing immediate attention.

  • 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

  • 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.
Accountability Matters: This ensures everyone stays informed.