Adding a note

Notes are free-text observations attached to a customer. Use them for anything that isn't structured — preferences, clinical observations that don't fit an encounter, follow-up reminders, handover notes for other staff.

Adding

1. Open the Notes tab

   On the customer, go to Notes.

2. Add

   Tap Add. The note sheet opens.

3. Write the note

   Notes are a single free-text field. There's no title, tags, or visibility setting yet — keep the first line short and self-contained so it reads well in the list.

4. Save

   The note is added with your name and a timestamp, visible to anyone with access to the customer record.

Editing and deleting

Open a note to edit or delete it. Edits don't preserve history — the new content replaces the old. For anything that needs an audit trail (clinical decisions, consent, safeguarding), record it as a file or form, not a note.

What notes aren't for

• Encounter details — use the vaccination encounter instead, so it goes to AIR
• Legal or consent documents — upload them as files
• Private staff-only information — notes aren't private; everyone with customer access sees them