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Client Notes Report

The Client Notes report provides a comprehensive log of every activity and observation related to a client. It brings together notes from managers, carers, and even family members in one place.

Written by Rocio Solis

1. Navigate to Reports and select Client notes (found under the Client Reports section).

2. Use the date picker to select the specific time frame you want to review.

3. Choose the specific client from the list.

Pro-tip: Use the Note Type filter to quickly find specific categories, such as only viewing "Manager Notes" or "Carer notes."


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4. Use the Actions menu to take your data further: Print the report, save it as a PDF for sharing, or use Copy to Clipboard to paste the details into an Excel sheet for further analysis.


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