How to Edit a Progress Note

Progress Notes help document day-to-day observations, care interactions, and important updates about participants. Sometimes a note may need to be corrected, clarified, or updated after it’s been saved. StoriiCare allows authorized staff to edit existing Progress Notes at any time.

Follow the steps below to edit a note safely and accurately.

1. From your StoriiCare Dashboard, click on Progress Notes.

   • You may also access Progress Notes directly from a participant’s profile.

2. Use filters (optional) to quickly locate the note you want to update:

   • By Participant

   • By Tag

   • By Flagged notes

   • By Unread notes

1. Find the Progress Note entry in the list.

2. Click to open and expand the full note view.

3. Look for the Edit text located in the bottom right-hand corner of the note.

⚠️ If you do not see the Edit option, you may not have permission to edit notes. Speak with your administrator or supervisor to adjust your permission level.

Once in edit mode, you can:

• Update or correct the written content

• Add additional details

• Modify or add tags

• Attach or delete files or media (images, videos, documents)

• Adjust formatting using the rich text editor

• Add or remove participant tags

• Share or unshare the note with Connections (if enabled)

Rich text tools allow you to:

• Change text color

• Create bullet or numbered lists

• Add hyperlinks

• Insert files or media for enhanced documentation

After making your updates, click Save.

Your changes will now appear in the Progress Notes list and in the participant’s profile.

The note will display an edit log in the bottom right corner.

• Keep edits factual and consistent with organizational documentation standards.

• Add clarifying details rather than completely rewriting entries when possible.

• If you corrected an error or added important new information, consider adding a line such as “Updated on [date] to reflect…”

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.