Dated Notes are discontinued to prevent them from being visible to CHWs in Procura Mobile. Dated Notes written in error must be corrected by Procura Support. See article Dated Notes Written in Error.
The following Dated Note types are visible in Procura Mobile and must be discontinued when the information is no longer relevant to CHWs:
- Behavioural Care Plan
- Client Update
- DOT – Delegation of Task
- Medical Escort
- Recreation Therapy Plan
NOTE: Client Observation notes are also visible in Procura Mobile, but are created by CHWs in Mobile and remain visible there for 15 days. These notes should ONLY be discontinued by staff in Procura Desktop if the information must be removed from Mobile before the 15‑day expiry.
Follow these instructions to discontinue a Dated Note.
1. Go to the Dated Notes folder in the Client or Employee Information.
2. Double click on the note to open it.
3. Change the status to Discontinued.
4. Click Save/Send
The note will now have a status of 'Discontinued' and will not be visible to CHWs in Procura Mobile.