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How do I add a new category to the notes page?

Last updated by Claire Sillito on August 09, 2019 10:54

Firstly locate the 'Note Categories' tab under the 'Settings' menu. Once clicked, you can see the current note categories in the system, whether the note categories appear on client or staff profiles (or both) and also if the note category is visible by mobile. 

To add a new note category to CareForIT simply type the note name in the 'Note Category Name' box, then tick if it is a client or staff note (or both) then click 'Add Category'

Once the category is added, you can then choose if the note is to be made visible to your carers and staff on the mobile site. To do this click on any Yes or No in the 'Visible by Mobile' column. Doing this will change the Yes or No to a drop down allowing you to change