AlayaCare offers several different note-taking features throughout the application, for use on web, mobile, or both.
The Notes can relate to a specific Visit, Client, or an Employee.
There are no Notifications related to Notes, so it is the responsibility of staff to design workflows that ensure time-sensitive information recorded in them will be properly flagged internally.
There are some configuration options for Note Types so that Agencies can customize them.
Configuring Note Types
Administrators can create and manage their organization's custom Note Types for use in the following places:
- Client Profile>Overview>Client/Client Coordinator Notes
- Client Profile>Care Documentation>Progress Notes
- Employee Profile>Overview>Employee Notes
Add Notes for a Visit
Visit Notes are typically used by field staff to notify office staff, or vice versa, of a Visit-specific Note; for example: “Clocked in late due to bad traffic”.
If a Visit has Notes, it will be indicated in the Visit Overview when you hover over a Visit tile, as well as in the Notes column of any Visit Approval list.
Add Notes for a Client
There are a few different options for Client-specific Notes.
Care Provider Notes
These are administrative notes that are relevant for the field staff. For example: "Apartment Buzz code: 1234."
They appear in the Client Overview on web and are available to care providers on mobile from the Overview tab of the Client's Visit.
Client/Client Coordinator Notes
These notes are for office staff updates. For example: “Client’s sister called today."
They are visible in the Client Profile Overview tab but are not available to care providers on the mobile app.
These notes concern clinically-related updates (should be filled out by field staff). Example: “Client had a fall today."
They appear in the Care Documentation tab of the Client's profile on the web app and in the Progress Notes tab of a Visit on mobile for the use of Care Workers.
- How do I view/add Care Provider Notes?
- How do I view/add Client and Client Coordinator Notes?
- How do I view/add Progress Notes?
Add Notes for an Employee
Administrators can make notes about specific Employees. For example: “On probation until June 20th."
These Notes are not visible to the Employee in the mobile app.
Options on Mobile
Care Workers can view and enter Visit Notes, Care Provider Notes, and Progress Notes on mobile.