Caregiver Training›View Care Plan Item History

View Care Plan Item History

View Care Plan Item History

The care plan item history feature displays a history of notes recorded on each care plan item. Tap History on a care plan item to open recent notes entered by other caregivers.

The office determines how many days of notes are visible.

The Visit History screen displays a date range (May 27, 2022 – Jun 3, 2022) with individual visit records showing client name (Edgar Degas), worker name (Val Worker), visit times, duration, status (Closed/Canceled), location address, and notes. Each visit entry includes a blue Tasks button for accessing related tasks.

The Visit History screen displays a date range (May 27, 2022 – Jun 3, 2022) with two visit records for client Edgar Degas. Each record shows the date, time duration, worker name (Val Worker), status, visit location (2855 Harvard Ave., Independence, 64052), and notes; the first visit from 08:27 AM – 10:27 AM on 06/02/2022 shows status "Closed" with notes about a draft, and a "Tasks" button is visible at the bottom.

A Visit History screen displays a client visit record from 06/03/2022 with a modal dialog showing session notes about a client named Edgar Degas who wrote an essay but was tired and couldn't finish it, with a project due next Thursday. The underlying visit entry shows the worker name as Val Worker, status as Closed, and time logged as 0h 0m, with an "Ok" and "Close" button available on the dialog.

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