Session notes & incidents · FAQ · updated Sep 11, 2026
Where do I write a note?
Every note belongs to a visit. Caregivers write the visit note when they clock out in the app. Office staff add or correct a note on the shift from Scheduling (Edit shift); corrections are logged. There is no separate notes list on the consumer.
Can Coworker draft a note?
Yes. Ask it for a progress note for a visit and it drafts from the shift's details; you review and save. Nothing is sent anywhere until you approve it.
Incident reports
File incidents from the consumer's Incidents tab. Each report has a status, an assigned person and a history, and admins can export it as a PDF for APD.
Related
- Coworker: what it can do · Ask about your agency's records, draft notes, file documents, and take actions you approve.