Patient notes

One contact. Multiple Notes

Record the visit once, then document clear notes for each element of care provided. Accurate, concise notes help the next care provider understand what happened, what care was delivered, and any important changes, enabling them to continue delivering care safely and effectively.

How it works

Capture Care, Continue Care

One contact holds who attended, when and where. The notes hang underneath it, as many or as few as the visit called for.

1One contact

Who was there, when, where and by what method.

Patient, family members, professionals, siblings.

2However many notes

Threaded and topic-led, with templates behind them.

Templates guide the writing without forcing it.

3Written once, across multiple people

One contact can write to each family member who attended.

No duplicate entries. This only works because the record groups the family as a unit.

Contact length, admin time and travel time are captured per note — which quietly produces the activity data commissioners are asking for.

Safeguarding

A concern belongs in the record, not in someone’s inbox.

Safeguarding notes are written into the record and controlled by permission, so a concern reaches the colleagues who need to act on it and stays with the person it is about.

  • Raised, and seen. A flag shows on the record itself, so the next person to open it knows before they start. Details are protected by permissions.
  • Written as it happens, digitally signed by the person who wrote it, signed off if needed and locked once it’s finished. That’s the NMC record-keeping standard, met by how the system works rather than by someone remembering at the end of a long shift.
In the module

What our care notes software covers

Threads & topics

Managed by you, not us. The right topics appear for care you provide

Note templates

Guided answers, in your own words

Confidential notes

Seen only by the author and their nominated team

Safeguarding flag

Concerns noted for assessment by the safeguarding team

Whole family

Where appropriate, one contact writes to several records at once

Documents uploads

Upload the documentation that support your notes

Date and time stamped

Capture contact, admin and travel time within the note

Finished and locked

A finished note stays as it was written

Why it matters

What joined-up notes are worth

Patient safety

The next shift reads what actually happened

Notes scattered across a shift, a paper diary and somebody’s memory are how information goes missing between one team and the next. Categorising notes under one contact means the whole picture of a visit sits in one place, in the order it happened, with everyone who was present recorded.

Compliance & governance

A full audit trail and activity log

Every note is audited before and after editing, and the activity log shows which records were opened, not only which were changed.

Cost & financial control

Less re-typing, fewer errors

Writing one contact note to several family records removes the duplication that causes both wasted time and inconsistency between records.

Reputation

Need to know confidentiality

Counselling and safeguarding notes can be made visible only to the author and a nominated team, while staying retrievable for a subject access request long after someone has left.

At the end of a shift

Short enough that it actually gets written.

01

Open the contact

Who was there, when and where

02

Pick a thread

The topics follow

03

A template appears

Guided questions, yours to change

04

Finish and it locks

All actions audited

Questions services ask about notes

Can we set up our own note templates?
Yes, as many as you need. Choosing a thread or topic can pre-populate a note with guided questions or a table. They are deliberately editable and deletable rather than locked forms, so staff can skip what does not apply rather than typing “n/a” nine times.
Who can flag a safeguarding concern?
Anyone can log a safeguarding concern. Raising the flag itself is permissioned, so it sits with your safeguarding lead. Once raised, the flag shows on the record, so the next person to open it knows there is a concern before they start. The details can remain confidential to the safeguarding team or be shared if appropriate.
Can notes be edited during a shift or visit?
Only by the author, and only until the note is finished. Once they finish the note it is locked. Every change is audited so the original wording can be tracked.
Can counselling and family support keep their notes private?
Yes. A note marked as Confidential is visible only to its author and the team they nominate in their staff record. The word CONFIDENTIAL displays above the note. The contact can be retrieved for a subject access request long after the author has left.
Can we attach documents?
Yes, several documents per note. PDFs and images open in a viewer inside the record rather than downloading onto the device, so anyone with permission to see the note can open what is attached to it without the file ever leaving the system.
Does it capture time for commissioners?
Yes. Contact length, admin time and travel time are recorded per note. They come through as reportable figures, so the activity data commissioners tend to ask for is already there when someone asks for it, without anyone going back through the notes to count it up.

See it working with your own service in mind.

Half an hour or an hour, whichever suits. We’ll spend it on the parts that matter to your service.