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

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

To add a new note category to CareFor 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.

If you wish the carer to view a client note on the CareFor Carer Mobile App you can ONLY use the note category called Carer Mobile Notes.

If in doubt please contact support.

Select a topic:

Articles & Information.