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Log in to the web portal with the employee (base user) profile
Overdue care notes are visible on the dashboard in the Overdue Care Notes widget
Click Care Management on the main menu
Click Plan of Care on the submenu to view the client's plan of care
Use the filters to search for a client and click Search
Click anywhere on the row to view the plan of care details page.
Click Client Summary on the submenu to view clients with care management enabled
Click Care Notes on the submenu
Use the filters to search for a care note and click Search
Select the Care Note to edit or view by clicking anywhere in the row
The Add Care Notes page will display
Click the plus sign (+) next to the task name to view the task result(s)
Click anywhere on the task result row to view and edit the details, or delete the task result.
Click Actions. Drop-down menu options include:
Edit Task Result
Delete Task Result
New Note
New Attachment
View notes and attachments by selecting a tab on the Add Care Notes page
Click Actions
Select Publish from the drop-down menu to publish the Care Note
Please note: Care Notes cannot be edited once published
Click Yes in the confirmation alert window
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