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Adding a New Member - Notes tab

Learn how to effectively add a new member and manage their details using the Notes tab for streamlined collaboration.

Written by Mike Liskai

Updated at August 5th, 2026

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The Notes tab within the Member Profile is used to add general notes about a member or something unique about the installation that may need to be referenced later. To do this, click on/open the Member's Profile you can select (click) the "Notes" subtab and click on "Add Note." 

Once a note is saved, it can be viewed by all users, although it cannot be deleted or edited. This feature allows for effective communication and documentation regarding the member's care and needs.

Additionally, there are other places to add notes, such as for medical charting using the Daily Notes feature on the Daily Activity Page, or specific information in the Health/Demographics section under Special Instructions or Primary Health Concerns.

member notes

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  • Adding New Members - Health/Demographics Tab
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