Caregiver notes

Notes is the free-text scratchpad on every caregiver record. Use it for coordinator observations, scheduling preferences, conversation summaries, or any office-side detail that does not belong on certifications, incidents, or payroll. Each note is timestamped and stays with the caregiver record.

Quick answer

Open the caregiver and click the Notes tab on the caregiver tab strip. Click + Add Note in the top-right, type your note in the modal, and save. Use the pencil icon on a card to edit and the trash icon to delete.

Open Caregivers

What goes in caregiver Notes vs other tabs

Notes is plain office context. It is not the place for credential records, incident reports, or per-visit narrative.

• Notes. Office-side context. Scheduling preferences, languages spoken, communication quirks, training reminders, ongoing coordinator-only observations.
• Incidents. Structured incident reports with date, severity, and resolution fields. Use the Incidents tab, not Notes.
• Certifications. CNA, CPR, BLS, license expirations and supporting documents live on the Certifications tab with their own expiry tracking.
• Files. Documents and image uploads. Notes is text only and does not accept attachments. Use the Files tab for documents.

1. Open the Notes tab on a caregiver

1. 1

   Open the Caregivers page and click into a caregiver.

   From the sidebar, click Caregivers, then click any row. The caregiver detail page opens on the Overview tab.
2. 2

   Click Notes on the caregiver tab strip.

   Notes is the second-from-last tab, between Incidents and Transfer History. The full tab order is Overview, Schedule, Payroll, Forms, Files, Disclosures, Activity, Certifications, Incidents, Notes, Transfer History.
   

2. Add a note from the Add Note modal

1. 1

   Click + Add Note in the top-right of the Notes panel.

   If the caregiver has no notes yet, you will see a centered empty state that reads No notes available with a prompt to add the first note using the button above. The same Add Note button appears in the top-right whether the feed is empty or full.
2. 2

   Type the note content in the modal that opens.

   The Add Note modal has a single Note Content field with the placeholder Enter note content.... There is no title, category, or attachment. Notes are free text only. Cancel discards the draft. The Add Note save button stays disabled until you type something.
   
3. 3

   Click Add Note. The new note appears at the top of the feed.

   Notes are sorted newest first by their created timestamp. Each card shows the date and time the note was created, formatted like May 10, 2026 · 5:04 AM on a single header row, with the note body below it.

3. Edit or delete an existing note

1. 1

   Click the pencil icon to edit, the trash icon to delete.

   Both icons sit on the right side of every note card next to the timestamp. Edit opens an Edit Note modal pre-filled with the current content. The save button reads Save Changes on the edit modal instead of Add Note.
   
2. 2

   Confirm Delete to remove the note from the feed.

   The trash icon opens a Delete Note confirmation that warns This action cannot be undone. Click the red Delete button to remove the note. The card disappears from the feed immediately.

Common pitfalls

• Writing for the caregiver to read. Notes is the internal coordinator feed. Caregivers do not see this list. If you want to send a message to the caregiver, use Chat from the sidebar instead.
• Logging incidents in Notes. Incidents have their own structured tab with date, severity, and resolution fields. Use the Incidents tab for anything that needs an incident record.
• Storing credentials or expiry dates here. CNA, CPR, BLS, license numbers and expirations belong on Certifications so the credential expiration alerts pick them up. Notes is not on that alert path.
• Trying to attach a file. The Add Note modal has no upload control. Notes is text only. Use the Files tab for documents and image uploads.
• Editing in place when you wanted history. The Edit Note modal replaces the body. The card always shows the current text. If you need a record of the change, add a new note instead of editing the original.

Related

• Caregiver overview tab
• Caregiver incidents tab
• Caregiver files tab
• Patient notes