Visit Notes Settings Overview

The Visit Notes Settings (the title may differ on your system) area allows your organization to customize how these notes behave, what tags are available, and if start and end times are required.

Only users with the correct permission level will see the wheel/cog icon at the top of the Visit 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 Visit Notes from your StoriiCare dashboard.

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

3. Click the icon to open Visit Notes Settings.

   • Only users with permissions will see this icon.

This is disabled and locked to prevent additional participants from being tagged in a personal medical note for a specific participant.

This is disabled and locked to prevent additional participants from being tagged in a personal medical note for a specific participant.

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

Enables the use of custom tags (e.g., Lab Results, Follow Up Required).

• Supports filtering, reporting, and organization of notes.

This is disabled and locked to prevent health information from being shared with unauthorized individuals.

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.

This is disabled and locked for the time being. If StoriiCare users request the ability to add templates to Visit Notes, we will consider updating this.

Time Started

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 “Visit Notes” to something else (e.g., “Medical Notes,” “Clinical Notes”).

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

• Useful for organizations with custom terminology.

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Customize the tags staff can apply to notes.

Examples might include:

You can:

• Edit tag names

• Change colors

• Delete tags

• Add new tags using the + button

Tags improve filtering and reporting.

Users cannot edit or delete the default categories within Visit Notes, but it is possible to add custom categories to capture the professionals involved with your care recipients.

1. Scroll to the bottom of the Visit Notes settings page.

2. Under Custom Categories, click the +.

3. Give your category a title and choose an icon.

4. Click Save.

Your custom category will immediately be visible from the Visit Notes page across all participant profiles.

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.