Where can I add general notes about a Member?
Written by Aparna Pujar
Updated at January 29th, 2025
There are 4 places to add Notes about a member.
For Medical Charting: Use the Daily Notes feature on the Daily Activity Page
For General notes: From the Member Tab select the "Notes" subtab and "Add Note". Once the note is saved it cannot be deleted or edited and can be viewed by all users.
For specific information that you want to access on the Daily Activity Page- add notes in the Health/Demographics section of the Member profile under Special Instructions or Primary Health Concerns.
