When you have notes and incidents for multiple residents, it may be helpful to filter them to find something in particular you're looking for.
Step 1:
Navigate to the "Notes & Incidents" tab to see all notes and incidents across your community.
Step 2:
Select "Filter" in the top right of the screen.
Step 3:
Select as many options as you'd like, including type, incident status, or which staff member created it.
For a time filter, click the calendar icon. You can select a specific date range using the calendar or choose from our pre-selected list.
Step 3:
After clicking "Filter" or "Apply" in the respective filter, any notes or incidents with any of the selected filters will be displayed.
*To remove the filter and see all notes and incidents again, you can individually remove the filters at the top of the page or select "Filter" and then "Clear All"






