*There are two ways to add a Shift End Note.


Version 1: Shortcut

1. From any screen in the system, click the 'Plus Sign' icon in the bottom right corner of the screen. 


2. Click the blue icon titled 'Shift Notes'.



3. Next, the 'Shift Note' pop up box will appear. Fill out all applicable information. Click the plus sign next to each client name included in the note to add a client shift note if required.



4. The 'Add Client Shift Note' pop up box will appear when adding an individual note to each client's account. When finished, click 'Save' and move onto the next client note. 



5. Once you have added each client's note, click 'Sign' at the bottom of the 'Shift Note' screen. The 'Add Signature' pop up will then appear. Sign the note and done!



Version 2

1. Starting on the main Dashboard, select 'Shift End Notes' on the left navigation menu. 



2. Next, you will be taken to the 'Shift Notes' screen, which lists all previous shift notes. Select 'Add Shift Notes' in the upper right corner to add a new shift note. 




3. The 'Shift Note' pop up box will then appear. Fill out all applicable information. Click the plus sign next to each client name included in the note to add a client shift note if required.



4. The 'Add Client Shift Note' pop up box will appear when adding an individual note to each client's account. When finished, click 'Save' and move onto the next client note.



5. Once you have added each client's note, click 'Sign' at the bottom of the 'Shift Note' screen. The 'Add Signature' pop up will then appear. Sign the note and done!