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🗒️ Add a Note

🎥 Watch the video: How to Add a Note


What Are Notes?

Notes are your space to write things down — visits, meetings, calls, appointments, or anything else you want to remember or share.

You’re in control:

  • 📝 Write your own updates
  • 🕒 Everything is time-stamped
  • 📎 You can add a photo or document, too

📲 How to Add a Note

There are two ways to add a note:

  1. Tap the ➕ Quick Add Note button at the top of your screen
  2. Or tap the 🗒️ Notes tab on the side menu, then tap +

✏️ What to Include

When you’re adding a note:

  • Choose a category like Visitation, Services, Communication, Appointments, or Weekly Check-In
  • Type your note in your own words
  • (Optional) Add a photo, receipt, or document
  • Tap Save

You’ll see the note added right away — and it will show the time and date.


💡 Examples

  • “Had a great visit today at the family center.”
  • “Finished week 3 of parenting classes — attached my attendance card.”
  • “Talked with my peer mentor today about next steps.”

💙 Your notes help tell your story. You don’t have to wait for someone to ask — you can share your progress as it happens.


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