A note for every visit, checked before it counts
Caregivers write the visit note on their phone while they're clocked in: by talking, by tapping through a few questions, or by typing. A finished visit then waits for your office to approve its note, and you can check it against what a Qlarant reviewer looks for first.
Part of every Waiversoft plan · See pricing
Eleanor chose to make a grocery list before leaving home. At Fresh Market she found four of six items on her own and asked a clerk where the rice was, with a reminder from me. She said, “Next time I’ll bring my own bag.” She ate lunch at home and had no incidents.
How it works
The note gets written where the visit happens, and the office sees it the same day instead of at the end of the month.
Writing the note
Guided notes
Checking the note
Approving visits
Also part of visit notes
Caregivers can see the note helpers in Spanish or Haitian Creole. A voice note stays in the language spoken, with one tap to translate it to English.
Guided notes use the person's name and respectful words, never "the consumer", "non-compliant" or a vague "assisted with".
Optional: visits whose note isn't approved are left out of claims until it is.
A ready-made note template for each iBudget service. Change the sections and wording on the web.
Once the caregiver saves, the note is locked. Corrections come from the office.
Approving a visit or marking it incomplete is written to the audit log.
Any health and safety follow-up from the visit prints on that visit's service log.
Caregivers write notes in the iPhone app or in the caregiver app in any phone's browser.
Getting started
Add their goals in their own words and the supports they use. Guided notes ask about these.
They clock in, do the visit and write the note by voice, guided questions or typing before they leave.
Work down the Needs approval list. Check each note, fix what's missing, approve the visit.
FAQ
No. A voice note only fixes the caregiver's wording and order. A guided note is written from the caregiver's answers, and each statement is checked against them; anything they didn't say is cut. When the office uses Fix, Coworker may only use what the note already says.
Their note helpers can be set to Spanish or Haitian Creole. Guided notes are written in English. A voice note keeps the language they spoke, and Translate to English turns it into English before they save.
It shows Needs approval on the schedule and in the Needs approval list. If you turn on the approve-before-billing preference, it also stays out of your claims until an admin approves the note.
Yes. Mark the visit incomplete and it goes back to Needs approval, so you can correct the note and approve it again. A visit that's already been billed can't be reopened.
No. Caregivers can use the Waiversoft iPhone app or open the caregiver app in their phone's browser, including on Android phones.
Visit notes are part of the one Waiversoft plan, $20 per consumer per month. Office staff and caregivers are free.
Book a 20-minute walkthrough and see how agencies handle records, scheduling, EVV, notes, and billing in Waiversoft.