Add and Manage Notes

Notes provide an easy way for all members of the Care Circle to have easy access to important information, for example important information about your loved one, information provided by a medical professional during an appointment, a list of allergies, grocery lists, or whatever else is important for you. Every member of the care circle will be able to see and create notes.

Adding a Note

  • Navigate to the document section by tapping the "Documents" icon in the bottom right corner of the app
  • Ensure that you have "Notes" selected using the toggle switch at the top of the documents section
  • Tap the + button to add a new note

Manage Existing Notes

  • Tap on any previously added note to open it into full screen mode. In full screen mode the note will be easier to view and can be edited
  • To delete a note, tap the "..." icon under the note title to open the quick control pop up. Tapping "Delete" will prompt you to confirm that you are sure you want to delete the note. After confirming, the note will be deleted and will no longer be recoverable

  • To assign a note as a favorite, simply tap the star icon in the upper right corner of the note thumbnail. The star will become yellow with a blue border
  • Tap on the "Favorites" button to swap from viewing all notes to viewing only favorites. Tap it again to revert to viewing all notes
  • To un-favorite a note, just tap the star icon again. The star icon will become grey.