Creating A Care Note
After each visit with the recipient a care note should be written or dictated in Prayer and Care Tracker. To enter a note for a recipient click on the Recipient menu in the header.
Select All Recipients from the Recipient Status drop down. Enter the recipients last name in the Last Name Search box and click Search
All recipients with that last name, in the given recipient status will be displayed.
Click on the View button at the end of the row of the recipient you wish to create a care note for. A list of prior care notes will appear. Click Add Note to add a new note to the recipient.
Enter your note about the visit in the Note box, the contact date in the contact box and click Save.