Type of Notes for Visits

More information on your client diary section

Rocio Solis avatar
Written by Rocio Solis
Updated over a week ago

The dairy feed is the place where every activity for the client will be saved. As a manager, you can write notes that will be visible to all NurseBuddy users. 

All past visits with a client and the corresponding notes will be recorded from the most recent to the oldest.

Three types of notes 

  1. Visit notes - Notes carers add about the ongoing visit.

  2. Diary notes - Carers, managers, and family portal users (depending on your settings) can add general notes on the client's diary feed. These notes will not be linked to any visits in particular.

  3. Pinned notes - These notes should be used as a handover as they become 'pinned' to a client's profile until dismissed. Once dismissed they are visible on the diary feed but will no longer show as pinned. Both carers and manager can leave pinned notes. When a carer leaves a pinned note for a client's visit, next carers visiting the same client will see it in the app and managers in their account.

Find out more about adding notes in the mobile app here.

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