You can use progress notes to record events for a resident. Notes can be linked together, marked for handover, or struck through if entered in error.
Add a progress note
Select the resident and open the Progress Notes tab.
Click Add Note.
Choose the type of note:
Progress Note
Handover Summary Note
Enter the content of the note.
Confirm the event date (defaults to today).
Enter the event time.
If needed, tick the option to include the note in the handover.
Click Add Note to save it.
Link notes (optional)
To link notes together, add an additional note directly to an existing one. Linked notes will appear grouped.
View note details
Each note shows:
Who entered it
When it was entered
The system‑recorded time
Adjust event time (optional)
If documenting a past event, you can change the event time. The system still records the actual entry time separately.
Mark for handover
If a note is marked for handover, it will be clearly labelled.
Strike through a note
If a note was entered by mistake, you can strike it through (with the correct permissions).
Notes cannot be deleted, but you can add a justification for the strike‑through.