Search notes, see a participant’s full note history and export it to Excel, CSV or PDF.
Before you begin
- Your role can view progress notes.
Find notes across everyone
- Go to Care → Progress notes and open All notes. It shows notes from the last 90 days.
- Type in Search… to match the person’s name, the worker, the house or words in the note.
- Select Filter to narrow by Status, Service type, House, Flag or Goal.
- Select a row to open the note.
All notes tab with a search typed and Status and Flag filters applied
See one participant’s full history
- Go to People → All participants and open the participant.
- Open the Notes tab. Progress and case notes lists every note, not only the last 90 days.
- Filter by Kind (Shift note, Case note, Clinical note) or Status, or search the text.
Export notes
- On either list, select Export.
- Choose a format: Excel, CSV or PDF (print or save as PDF).
- Choose the rows: All matching rows, This page, or Selected rows.
- Select Export N rows. Exports follow your access, hide fields you cannot see, and are recorded in the audit log.
Share a plain-English summary
- Open a note and switch on Participant-readable summary to see or write a short easy-read version.
- In the summary card (Summary for …, nominees and guardians), select Generate last 7 days, then Approve, then Share. Choose Send by (Email, SMS, Portal or Print) and the contacts.
Tips
- Restricted notes show as Restricted unless you have permission to read them.
- For per-worker note counts, flags and returns, use Insights → Report library and the Notes quality report.
If something goes wrong
“Showing the first N notes. Use search or filters to narrow the list.”
The list hit its limit. Filter by status, house or flag, or open the person’s record.
An older note is missing from All notes.
That tab covers the last 90 days only. Use the person’s Notes tab.
The note text is blank in the export.
It is a restricted note and you lack permission to read restricted notes.