The activity and notes tab has two sub-tabs: Activity and Notes.
Activity
This sub-tab shows a log of actions and requests related to this client:
Activity: The type of activity (Budget, Care Plan, Roster, Other)
Request By: Who created the activity
Assigned To: Who the activity is assigned to
Time: When the activity was created
Click "Add Activity" to create a new activity request. Select the type, assign it to someone, and add notes. Click any row to see the full details.
The system also logs changes to the client record automatically. These activity logs show what fields changed, including the old and new values.
Notes
This sub-tab keeps a record of notes written about the client:
Notes: The note content (click to view full text)
Author: Who wrote the note
Created: When the note was written
Actions: Edit or Delete the note
Click "Add Note" to create a new note. You can type your note and optionally attach a file. The "AI Enhance" button can help improve your note text.
Downloading Notes
Click the "Download" button to generate a PDF containing all notes for this client. The PDF includes the client's profile information at the top followed by each note with its author and date.