Real-life tips: Adding notes to clients

Use notes in the client profile to share important information with your carers!

You have not created any clients yet? Find out how to add clients in our short summary: How do I create clients?

Adding notes

To add a note to a client, all you need to do it open the client profile.

There you will find a field for "Notes", where you can add individual information that is visible for carers with access to the client.

For example:

  1. "Key is under the mat"
  2. "Always ring 3 times"
  3. "If no one opens call 0123456789"
  4. "Key to the medicine cabinet is in the first drawer of the chest of drawers by the TV"
  5. List additional services:
    1. "Perform memory training"
    2. "Go for a walk in the park"
    3. "Water the flowers together"
    4. "Go out into the fresh air - best is on the bench by the pond"