Within a visit, you can leave multiple booking notes detailing how the visit is going/went which can be helpful for caregivers or family members viewing the Care Circle. To leave a note, click on the + icon in the bottom right corner of the screen within the booking, type your note and hit Save. You can also use the thumb-up or down feature to show your sentiment (only visible within the app).

App View (Creating Booking Note):

These notes can then be seen by office staff in the management portal either by opening the booking and checking the ‘Carer Notes’ tab:

Or by visiting the client's Journal:

This can also be seen in the Notes tab of the Carer Companion app:

It can also be seen by users in the Care Circle (if view notes are enabled for their role):

Carers can also report concerns via the app which are only visible to office staff in the management portal.

Concerns can be reported when performing:

Carer concerns are a simple way for carers to communicate with the office that something requires attention, whether it’s related to a task, observation, or even a general note. Concerns are visible within the Management Portal and can be the starting point for an incident report. Concerns are always linked to the particular booking as well as the related note, task or observation, giving you visibility into the context surrounding the concern.

App View (Creating Concern):

To access Carer Concerns, go to the main navigation and click on the Concerns page. The page shows unresolved and unacknowledged concerns by default, but you can change this using the filters pane on the right. Hover the cursor over the relevant concern to see the comment in full.

For more information regarding managing your Carer Concerns, you can check out our support article Managing Carer Concerns.

This note is left for the next carer who will be taking over the care responsibilities and is to provide any relevant and important information that may be necessary for the upcoming call. The next carer must read this note carefully to ensure they have all the required information to provide quality care. This can only be left whilst checking out of a visit.

App View (Checking out of a visit):

These notes can then be seen by office staff in the management portal either by opening the booking and checking the ‘Carer Notes’ tab (they are also clearly labelled as a Handover Note):

Or by visiting the client's Journal:

This can also be seen when checked-in to a visit in the Carer Companion app (the most recent is displayed in the Overview tab and can also be viewed in the Notes tab):

This can also be seen by users in the Care Circle (if view notes are enabled for their role):

This is an office-only note left at check-out. It can be made mandatory and you can also set it to have a minimum word count in the Carer App Configuration.

App View (Checking out of a visit):

These notes can then be seen by office staff in the management portal either by opening the booking and checking the ‘Check-ins’ tab:

Or by visiting the client's Journal:

This can also be seen by users in the Care Circle (if view notes are enabled for their role):

When the 'View Notes' feature is enabled, it allows multiple people such as family members and next of kin, to access the client’s information.

For more information on this, you can check out our support article Care Circle Roles.