The following table contains a complete list of Dated Note types and whether or not they are visible in Procura Mobile for the CHW.
| Note Type | Definition | Follow ups | Template |
| Behavioural Care Plan | Used by LPNs to document the client's Behavioural Care Plan. The BCP template is completed by Home Health and copied/pasted into this note, which is displayed in mobile until the note status is changed to discontinued. *visible in mobile | Yes | No |
| CHW Attendance | Document everything related to CHW attendance for scheduling purposes. E.g. sick leave, return to work. These notes are HR related, but are not limited to supervisors. | Yes | No |
| CHW Availability Change | Used to document all notes relating to temporary and permanent CHW availability changes. | Yes | Yes |
| CHW Incident | Document CHW incidents in the client home, e.g. injuries or near misses. | Yes | No |
| CHW Overtime | Used to document notes when CHWs are approved to be scheduled into overtime. | Yes | Yes |
| CHW Supervisory Notes* | Used by supervisors to document issues, supervisory visits, confidential matters, etc. *only visible to supervisors and managers | Yes | No |
| CHW Training | Used to document notes related to training. This note should not be used to track completion of training, as this occurs in the Service Requirement module. | Yes | No |
| Client Complaint | Document client complaints regarding Home Support. This should not include client observations about the visit from CHWs. | Yes | No |
| Client Observations | Used by CHWs via mobile to document observations or updates after client visit. These notes are displayed in mobile for 15 days. These notes are reviewed in desktop by LPN Supervisors and any follow-up notes added will also display in mobile. *visible in mobile | Yes | No |
| Client Update | Used by LPN Supervisors and office staff to document client updates for the purpose of updating CHWs via mobile. These notes are displayed in mobile until the note status is changed to discontinue. *visible in mobile | Yes | No |
| Do Not Send - Client/CHW* | Used by supervisors to document do not send details. *only visible to supervisors and managers | Yes | No |
| DOT – Pending Review | Document a draft DOT (Delegation of Task) instruction note. Once the DOT note has been reviewed, updated and approved by the RN, the note type is changed to DOT - Delegation of Task. Create one note per DOT. *this note type is editable. | No | No |
| DOT – Delegation of Task | Once the DOT-Pending Review note has been reviewed, updated and approved by the RN, the note type is changed to DOT - Delegation of Task. This note type is not editable. Create one note per DOT. *visible in mobile | Yes | No |
| Emergency Access Contacts | Used to document information required when Home Support is not able to gain access to the client’s home. The dated note template should always be used to ensure standardized documentation of the emergency access information. | Yes | Yes |
| Falls | Used to document follow-up details re falls. | Yes | No |
| Feedback about CHW | Document feedback re CHW, positive or negative, from client or any other source. Feedback from client should also be linked to client record. | Yes | No |
| Financial Notes | Document billing changes and issues for clients, CHW payroll issues. Can be used by the Billing Clerk and Timekeeper or by schedulers and supervisors. | Yes | No |
| Hazard/Risk Investigation | Used to document investigation and follow-up notes related to hazard and/or risk report. If a hazard or risk is identified, update the Hazard grid and contact the Home Health team (as they will update PARIS). | Yes | Yes |
| Hospital Updates | Document a client's hospital admit, discharge and update details. | Yes | No |
| Initial Visit | Document initial visit findings after seeing new client. | Yes | Yes |
| Med Incident | Document follow-up details re: medication incidents. | Yes | No |
| Medical Escort | Used by office staff to document medical escort details and instructions for the purpose of updating CHWs via mobile. These notes are displayed in mobile until the note status is changed to discontinue. *visible in mobile | Yes | Yes |
| New Referral | Document details regarding new client Home Support referrals. | Yes | Yes
|
| NSNF - Not Seen Not Found | Used by schedulers and LPN Supervisors to document follow-up details when a CHW arrives at a client's home for a scheduled visit and the client is not seen and not found. The associated note templates are department specific to account for differing workflows. | Yes | Yes |
| Position Changes | Document position changes. Initial hire details are entered into the first note, subsequent position changes are documented in the follow-up notes. | Yes | No |
| Progress Notes | Document general client information, reports from CHWs, health concerns, issues, client status changes, etc. | Yes | No |
| Recreation Therapy Plan | Used by Recreation Therapists to document recreation plan instructions for the purpose of updating CHWs via mobile. These notes are displayed in mobile until the note status is changed to discontinue. *visible in mobile | Yes | Yes |
| Referred Agency | Document referrals to external agencies for surge services. (6 templates used by North Shore are linked to this note type.) *this note type is editable. | No | Yes |
| Schedule Changes/Service Requests | Used to document scheduling changes and scheduling requests. | Yes | Yes |