How can I create multiple Staff Action Plan Notes at the same time

  • Published on Oct 23, 2023
  • 1 minute(s) read
Prev Next

To create multiple daily notes at the same time in Staff Action Plans...

  • Open the Staff Action - Work Queue.

  • Select an Action that involves more than one individual.

image.png

  • Select the Individuals you want to add a note to.

image.png

  • Click Create Group Note.

image.png

  • Enter a Group Daily note for a single date or date range. (You can add or remove clients to be updated, at this time, as well.)

  • Select the suggested service charge, and either Save the Note or Sign and Submit

image.png

image.png

A note which has been signed and submitted will display as follows:

image.png