> ## Documentation Index
> Fetch the complete documentation index at: https://help.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Progress notes

> View and manage shift-level progress notes recorded by workers through the Vworker app

Progress notes are detailed records of service delivery created by workers during or after a shift in the Vworker app. Each note is time-stamped, date-stamped, and name-stamped, providing a formal record of what happened during the shift. Once submitted, progress notes flow through to the client's profile in VCore for office staff to review.

## 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:

| Detail            | Description                                                                             |
| ----------------- | --------------------------------------------------------------------------------------- |
| **Date and time** | When the note was created                                                               |
| **Worker name**   | The worker who submitted the note                                                       |
| **Shift link**    | The roster shift the note relates to                                                    |
| **Note text**     | The worker's written record of the service delivered                                    |
| **Photos**        | Any images the worker attached, for example wound care documentation or activity photos |
| **Category**      | The note type, based on categories configured in **Maintenance** → **Note Category**    |
| **Priority**      | Low, Medium, High, or Urgent                                                            |

## 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

You can also use the **Column Chooser** to add or remove columns, and the search bar to find notes containing specific text.

## 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](/getting-started/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

<Tip>Encourage workers to add progress notes during the shift while details are fresh. Notes can be added until midnight on the day of the shift.</Tip>

## Running into issues?

See [Client management troubleshooting](/troubleshooting/general) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Notes and tasks" icon="pen-to-square" href="/client-management/notes-and-tasks">
    Create and manage general notes and tasks on the client profile
  </Card>

  <Card title="Vworker: Progress notes" icon="file-lines" href="/timesheets/vworker-progress-notes">
    How workers add notes and photos during a shift in the Vworker app
  </Card>

  <Card title="Checklists" icon="clipboard-list" href="/client-management/checklists">
    Create shift checklists for workers
  </Card>

  <Card title="Document storage" icon="file-lines" href="/client-management/document-storage">
    Upload and manage documents on the client profile
  </Card>
</CardGroup>
