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 on the Client Record, where intake employees can easily see it. You can designate any note as an "alert note," which creates an un-ignorable pop-up when the client is first loaded in the Admin Dashboard. Finally, you can create note snippets to ensure your employees use consistent language to describe the same intent.
Note Section on a Client Record
Out-of-the-Box, the Notes Section is located on the left side of a client record in the admin dashboard:
Note Creation
Follow these steps to create a new note:
- Open the New Client Note Screen
Click New Note on the Staff Dashboard to create a note pertaining to the entire household.
- 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 the next time 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.
If Make Note An Alert is checked, the note will appear upon opening the Client Record in the Admin Dashboard as follows:
and in the Kiosk Interface as follows:
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 function as a customizable picklist. Administrators have the ability to modify the collection of available snippets by navigating to Setup > Picklists > Standard Notes.
Privileged Notes
Notes can also be given a "Privileged" flag, so that only Users who have the Additional Role "Privileged" are able to see the note/note alert.
To do this, check the box next to "Restrict Note to Privileged Users"
NOTE: You can see or change which users are considered "Privileged" by navigating to Setup > Users > Edit Pencil Icon in a given User's row.