CareNote Daily

Daily documentation

Three steps: record the note, review the form, sign and submit.

Local prototype

Staff login

Sign in

Default setup login: Owner Admin / 1234. Change this before real use.

Daily shift note

1. Choose client

EVV-ready service details

Complete who received service, who provided it, what service was done, when it happened, and where it happened before saving.

Other recording options

Before recording

Support plan questions

No PSCP entered

Ask what happened with the client's goals today, what support was given, and whether anything needs follow-up.

First time on this phone?

Run one 5-second test and play it back before recording a real note.

Recommended before the first use on each staff phone.

Mic level Not recording

If the bar does not move, run this check before recording.

Record one short staff note for this client and shift.

00:00 No recording attached

No audio ready for playback yet.

Mock backend ready. No audio leaves this computer in prototype mode.
Paste or edit transcript

Most staff can skip this. Use it only if you need to paste text or correct the transcript before filling the form.

Staff review required

3. Review and submit

Draft
Incidents 0
Meds Pending
Goals Pending

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