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1. Log in to the web portal with the employee (base user) profile

1. Overdue care notes are visible on the dashboard in the Overdue Care Notes widget

2. Click Care Management on the main menu

3. Click Plan of Care on the submenu to view the client's plan of care

1. Use the filters to search for a client and click Search

2. Click anywhere on the row to view the plan of care details page.

4. Click Client Summary on the submenu to view clients with care management enabled

5. Click Care Notes on the submenu

1. Use the filters to search for a care note and click Search

2. Select the Care Note to edit or view by clicking anywhere in the row

6. The Add Care Notes page will display

1. Click the plus sign (+) next to the task name to view the task result(s)

2. Click anywhere on the task result row to view and edit the details, or delete the task result.

3. Click Actions. Drop-down menu options include:

1. Edit Task Result

2. Delete Task Result

3. New Note

4. New Attachment

7. View notes and attachments by selecting a tab on the Add Care Notes page

8. Click Actions

9. Select Publish from the drop-down menu to publish the Care Note

1. Please note: Care Notes cannot be edited once published

10. Click Yes in the confirmation alert window

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