Where to find progress notes
Navigate to Clients → select the client → Notes tab. Progress notes appear alongside general notes in this tab, but are linked to a specific shift and worker. Notes submitted from the Vworker app also appear in the App Notes area (Operations → App Notes), where office staff can triage and action them. The App Notes KPI tile on the Home Dashboard shows the count of unread notes.What a progress note contains
Each progress note includes:Filtering and searching
Use the filters at the top of the Notes tab to locate specific progress notes:- Date range to narrow results to a specific period
- Category to filter by note type
- Worker to show notes from a particular worker
Editing and deleting notes
Notes are editable, and Visualcare retains a full edit history so you can see what changed and when. Deleting a note is controlled by the Ability to delete note permission in User Group Security, under the Clients section. If your user group has this permission, open the Column Chooser on the notes table, drag in the Delete column, and use it to remove the note.Why progress notes matter
Progress notes serve several purposes beyond day-to-day record keeping:- Audit readiness - NDIS and aged care auditors review progress notes to verify that services were delivered as planned
- Clinical handover - office staff and incoming workers can review recent notes to understand the client’s current needs
- Incident context - if an incident occurs, progress notes from surrounding shifts provide a timeline of events
- Family and carer communication - notes give coordinators the detail they need when updating families or carers on service delivery
Running into issues?
See Client management troubleshooting for common errors and fixes.Related articles
Notes and tasks
Create and manage general notes and tasks on the client profile
Vworker: Progress notes
How workers add notes and photos during a shift in the Vworker app
Checklists
Create shift checklists for workers
Document storage
Upload and manage documents on the client profile
