How do caregivers see notes about a client?

Client notes set to Office and caregivers reach caregivers; critical and pinned ones show on the visit under Read before you start, with I've read it when acknowledgment is required. Office only notes never do.

Quick answer1 min readUpdated for AveeCare
Short answer

A client note reaches caregivers when Who can see it is Office and caregivers, or Caregivers and family. On the caregiver's visit, critical and pinned notes show under Read before you start. A note marked Caregivers must acknowledge it before their visit stays there until the caregiver taps I've read it. Office only notes never reach caregivers.

Step by step

  1. Open the client, go to the Notes tab and tap Add note.
  2. Leave Who can see it on Office and caregivers.
  3. Set the flag to Critical, or pin the note, so it shows under Read before you start.
  4. Tick Caregivers must acknowledge it before their visit if you need proof they read it.
  5. Tap Add note.

Good to know

  • Who can see it, flag and pin are in the Full view of the Notes tab. Switch the tab to Full if you do not see them.
  • Acknowledgments are recorded: the note on the Notes tab shows Acknowledged by and the names of the caregivers who confirmed.

Keep going

Patient notes

Free-text notes on a patient. Searchable, timestamped, edit and delete.

How do I write a client note that only the office can see?

On the client's Notes tab, tap Add note and set Who can see it to Office only (Full view); caregivers and family never see Office only notes, and new notes start as Office and caregivers.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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