Another great way to keep your team on the same page is by using notes. We’ve integrated the notes functionality seamlessly throughout the entire experience so that your notes are exactly where you need them when you need them. Your team communication is about to get even better!

There are three convenient types of notes, each serving a slightly different purpose:

Let’s walk you through the different places you can view and add notes…

The orange circle on the top-left of the case card on your DashBoard will show you a count of all notes on that case. Click this to see note details for a case without even having to leave your DashBoard.

You will notice a plus button on the bottom-right of each page. When viewing a case, click this to access and add your notes.

When completing a tracking Step or a Movement, you can add a note directly in the popup. This note will be tied directly to that action you took and will show up on your Activity Timeline.

Case Notes and Step Notes will show up right inline on your Activity Timeline so that you have the exact information you need to provide the best possible care for your decedents.

From each case, you can access a report of all notes added to that particular case, including helpful contextual information about each note. Click the button in the bottom-right to access this screen.

From your DashBoard, you can scroll down to see a summary of all Notes across All cases. Having everything in one place helps you stay up to date on all the details across all cases.

Chat with our team anytime. Or give us a ring at (208) 908-0488.