File notes

Step by step

Add a file note: who it is about (a staff member, a client, or both), the date and time it happened, its kind, who was there, and what was said or agreed.
Corella records who wrote the note and when, and shows both on every note.
To put something right, open the note and choose Add a correction. The note stays as it was written; the correction sits beneath it with its own name and time.
A staff member's page and a client's page each have a File notes button that opens their notes here. Print gives one note, or a person's whole file, ready to save as a PDF.

Coordinators add file notes and see the ones they wrote; administrators read every note. Your administrators can change who does which in Settings, then Roles, under File notes.
An administrator can archive one with a reason; it stays readable under Show archived.
Kinds… sets the practice's own list of kinds. A note already saved keeps the kind it was written with.

A new note: who it is about, when it happened, its kind, who was there and what was said or agreed.

Puts something right beneath a note, with your name and the time. The note above stays as it was written.

Takes a note off the list with a reason.

The practice's own list of kinds, one per line, in the order they are offered.

This is the help Corella shows on this screen, word for word, written in its default words: client and carer.