Click on the wheel/cog icon at the top of the page to change the settings.

Toggle the switch next to each line item on/off as you see fit:

• Service User tagging: Do you want staff to be able to tag Service Users in notes they post?

• Require Service User tagging: Do you want staff to be required to tag a service user anytime they create a note?

• ‘Read by’ Staff: Do you want staff to be prompted to mark a note as ‘read’?

• Note flagging: Do you want staff to be able to flag a note as important?

• Note tagging: Do you want to enable ‘tags’ to be applied to notes (if turned on, tags can be created and managed in the section below)?

• Share with Connections: Do you want staff to have the option to share an individual note with a service user’s Connections (family members)?

• Start Time: Do you want the notes to have a start times?

• End Time: Do you want the notes to have end times?

• Require Start & End Times: Do you want to make it so that adding start and end times is a requirement for notes?

• Allow Future Dates & Times: Do you want staff to be able to enter dates and times in the future when adding notes?

• Pre-fill Date & Time: Do you want to make it so that the note pre-fills with the current date and time when posting?

By default, this feature is called Progress Notes, but you can change it to whatever is relevant for your business (Example: Daily Notes, Clinical Notes, Shift Log, etc.)

Create tags to be used with Progress Notes. Tags could be for codes, communication types, levels of support, etc.

• Add tags you would use by clicking the + sign.

• Give the tag a title.

• Click the green disc icon to save it.

• Change the color of the tag by clicking on the color rectangle next to the tag title.