The Progress Notes Settings area allows your organization to customize how progress notes behave, what information staff must record, what tags and templates are available, and whether notes can be shared with Connections.

Only users with the correct permission level will see the wheel/cog icon at the top of the Progress Notes page. Clicking this icon opens the full configuration panel.

This guide provides an overview of every setting and what it controls.

1. Go to Progress Notes from your StoriiCare dashboard.

2. Look for the wheel/cog icon at the top of the page.

3. Click the icon to open Progress Notes Settings.

   • Only users with permissions will see this icon.

Enables the ability to tag one or multiple participants when adding a progress note.

• Essential for documenting notes related to specific individuals.

Forces staff to tag at least one participant before saving a note.

• Encourages complete documentation and prevents orphaned notes.

Allows staff to “flag” notes for importance or follow-up.

Enables the use of custom tags (e.g., Behavior, Family Communication, Night Shift).

• Supports filtering, reporting, and organization of notes.

Allows staff to share selected notes with participant connections (family/friends).

• When enabled, staff will see a Share button when writing a note.

• Notes are not shared automatically — sharing is always a manual choice.

Enables staff to 'Mark notes as read'. Shows how many staff members have “read” each progress note.

• Helps track team communication and note visibility.

Enables staff to translate notes into different languages using AI tools.

• Useful for multicultural teams and multilingual families.

Adds a “time started” field to notes.

Adds a “time ended” field, allowing notes to track a full time range.

Staff must enter time fields before saving the note.

• Often used by clinical teams or services needing precise documentation.

Automatically fills today’s date and current time when creating a note.

• Saves time during busy shifts.

Permits staff to create notes with future timestamps.

• Useful when preparing notes for scheduled events or appointments.

This field lets you rename “Progress Notes” to something else (e.g., “Daily Notes,” “Care Notes”).

• Must be written in singular form (e.g., “Progress Note”).

• Useful for organizations with custom terminology.

Customize the tags staff can apply to notes.

Examples might include:

• Handover

• Family Communication

• PT Notes

• OT Notes

• Nurse Notes

• Behavior

• Transport

• AM Shift

• PM Shift

You can:

• Edit tag names

• Change colors

• Delete tags

• Add new tags using the + button

Tags improve filtering and reporting. See: How to Use Tags with Progress Notes.

Progress Note templates help standardize documentation across the team.

See: How to Use Progress Notes Templates

Administrators can:

• Create templates

• Edit existing templates

• Delete templates

Templates may include structured questions, prompts, or formatting.

Examples include:

• ADL and Participation

• SOAP Notes

• Handover Notes

• BIRP Notes

Templates save time and improve consistency.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.