Notes

Learn how to record and manage Participant Notes within an Appointment or Shift on the Mobile App

Creating a New Note

To create a new Participant Note, first select Notes from the Action dropdown, then tap the New Note button at the bottom of the Notes screen, as shown below. This will open the note entry form, where you can begin populating the Note.

Creating a Note will likely be available in the Actions dropdown at all stages of an Appointment or Shift, or even directly from the Home Page.

Entering Note Details

Once a new Participant Note has been created, you will be prompted to populate a number of customisable fields.

If your organisation has set up note templates, you’ll see a template icon on the left-hand side of the rich text box. Tapping this allows you to insert a pre-configured template, making it quicker and easier to record structured information.

Use the "Create Note for All Participants"checkbox to create the same note for all Participants in the Appointment.

When selected, the Participant field is disabled, and a separate note is automatically created for each Participant.

Each note appears in the modal after saving and can be edited individually.

Once you’ve entered all necessary information, tap Save. The note will then appear in the Notes list for that Appointment.

Actions on a Saved Note

After saving, additional actions become available for each note. These include:

• Attach Files – Add supporting documents or images to the note.

• Manage Tasks – Link tasks to the note for follow-up.

• Edit – Update the contents of the note.

• Delete – Remove the note if it was created in error.

Please note, you cannot complete actions like attaching files or managing tasks until the note has first been saved. To complete these, re-click the saved note and select the relevant option. To learn more about Managing Tasks within Notes, click here.