Client Notes

Introduction

Client notes are available to the organisation to document interactions with or activities related to the client. Examples of client notes can include the documenting of:

• The participants' engagement within the organisation.

• The client's progress toward milestones, either in terms of goals or services provided.

• The occurrence of events, requests, outings, or visits.

• Changes in the client care needs.

• Recording conversations between the participant, care staff, or third parties.

• Periodic plan reviews.

When combined with progress notes that are prepared by a support workers at the conclusion of a client service or CoS session notes, they can be used as evidence of service delivery. When working with notes raised through feature you do have the option of attaching documents against the note profile. It is at the discretion of the organisation as to whether this feature is used.

The Client notes are located on the client record under the Client Notes panel. Notes that are created are listed within a data-grid.

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Additional Information