Step 1: Go to the Client's Profile
Navigate to the Clients tab and select the client you want to request an update for.
Step 2: Click the 'Notes & Activity' button
In the navbar of the profile, click ‘Notes & Activity’. You will see the Request Update button on the right hand side.
Step 3: Choose what the update relates to
You’ll be prompted to select the type of update:
Care Plan
Roster
Budget
Other
Step 4: Select the recipient
Choose the user you want to send the request to. You can only select users with access to the client’s record.
Step 5: Add a message
Include a short note describing what’s needed. For example:
“Can you please update the mobility goal in the care plan?” or
“Could you revise the roster to reflect the new preferred days?”
Step 6: Send the request
Click Send. The recipient will receive an in-app notification of the request.