Within Access Care Planning, it's mandatory to add visit notes to a visit before you're able to sign out. This means visit notes are always be associated with a visit unless it hasn't been ended.
Once the visit ends, you can still edit visit notes, depending on your settings in tenant preferences.
View visit notes
If you need to view or print the notes that were left against a call, you can do this by following these simple steps.
Click the three-line menu.
Select the service that the service user is under.
Select the relevant service user.
From the left-hand panel, select Visit.
Use the calendar icon to select the date range.
Here you'll see the visit and activity notes.
To download and print, click the green download button.
Enable or disable visit notes outside of visit times
You can allow carers to update the visit notes outside of visit times or disable this feature depending on your preferences. To do this, follow these steps:
Click the three-line menu.
Click Configuration, then click Tenant.
Click Preferences.
Under App preferences, locate Allow 'Visit Notes' outside of visit times?
From the dropdown menu, select yes or no.
At the bottom of the page, click Update.
Configuring Time Limits for Note Submission
To limit how long after a visit’s planned end time, carers can submit or edit their notes:
Click the three-line menu.
Click Configuration, then click Tenant.
Click Preferences.
Under App preferences, locate How Long After The Planned End Time Can A Visit Be Ended?.
Enter the desired time limit in minutes (e.g., 60 for one hour).
At the bottom of the page, click Update.
This setting ensures that carers can only submit or edit notes within the specified time window after the visit ends.