To access, create a PDF, or print an activity record, also known as a visit note, can easily do so from the client or staff profile. To access the activity record complete the following steps:
Step 1: Access the profile
Step 2: Select on Activities
Step 2: Complete the following optional fields:
Aide: Type in the specific aide if in the client profile, if accessing from the staff profile select the client's name
Visit Date: This area allows you to select a specific range to view or download
Service: This will allow you to select a specific service type for this visit, if you would like to view all visits, leave this area blank
Concern Level: This is entered by the staff during the visit and can be used to filter visits
Step 3: Select Filter
Step 4: Select all or the corresponding boxes that will need to be downloaded
Step 5: Select Download
This will create a zip file for you to review, print, or email the activity notes as a pdf. An example of the record is provided below.
