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How to View Activity Session Notes

This article explains how to view notes saved from each activity session, helping teams access historical information about participants efficiently.

Viewing Activity Session Notes

To see the notes from each activity session, follow these steps:

  1. Access the Referral Record:

    • Navigate to the referral record for the patient you are interested in.

  2. Select the 'Referral Activities' Tab:

    • Click on the 'Referral Activities' tab located at the top-left of the referral record.

  3. View the Activity Diary:

    • At the bottom of the 'Referral Activities' page, select the 'Activity Diary' section. This section will display all activities associated with the patient.

  4. Click View:

    • For each activity entry click View. 
    • User comments will display in the pop-out box.
Conclusion

By following these steps, service providers can efficiently view notes from each activity session, ensuring they have access to all relevant historical information before conducting new sessions. If you have further questions or need additional assistance, please reach out for support.