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      Notes (Client Notes & Note Alerts)

      This article describes creating, editing, and deleting a Staff Dashboard Note.

      Definition

      A Client Note in PantrySoft is like a sticky note you can attach to a Client Record. The note will occupy space in the lower left of the Staff Dashboard where intake employees can easily see it. You can designate any note an "alert note," which creates an un-ignorable pop-up when the client is first loaded. Finally, you can create note snippets to ensure your employees use consistent language to describe the same intent.

      Note Creation

      Follow these steps to create a new note:

      1. Open the New Client Note Screen
        Click New Note on the Staff Dashboard to create a note pertaining to the entire household.
      2. Record the Note
        Type in your message and hit Save.

      Note Alerts

      Notes can be flagged with an alert, which is very useful if, say, the client has a deadly allergy. They might also need an interpreter, or the admins may have determined that the client must fill out some miscellaneous paperwork when next they visit. If a note is created and the alert box is checked, the description of the note will pop up every time that client is loaded into the Staff Dashboard, or indeed every time the user redirects PantrySoft to the Staff Dashboard after that client has been selected.

       

      While in the edit-note screen, click the Make Note an Alert checkbox.

      You will then be able to identify the time frame (as a start and end date) for when a Note Alert will appear as attached to a client record. 

      Note Snippets

      The PantrySoft note screen also allows an admin to add to a library of text snippets that intake staff can add to a note-description with the click of a button. This ensures that the most common notes are phrased in the same way every time.

      • Using Snippets
        To use a snippet, select the appropriate snippet from the menu and click Apply Note Snippet. This will clear the text and insert the snippet

      • Creating / Editing Snippets
        PantrySoft Snippets are just another Picklist. Admins can edit the list of available snippets by selecting Setup > Standard Notes (see Picklist article).