Creating and Managing Milestones in CareNote: A Complete Guide

A CareNote Care Provider celebrating at a graduation party.
A CareNote Care Provider celebrating at a graduation party.

Today, we're focusing on a crucial feature within CareNote: Milestones. Milestones are key dates and events tied to care receivers, like recovery dates, anniversaries, or memorials. This tutorial will guide you through creating and managing these important reminders in CareNote, ensuring that no significant moment goes unnoticed.

Step 1: Creating a Milestone

  1. Navigate to Milestones: On your CareNote dashboard, click 'Milestones' in the left side navigation.
  2. Add a New Milestone: Click the 'Add Milestone' button.
  3. Input Milestone Details: Enter the milestone's name, such as 'Recovery'. Then select the associated care receiver.
  4. Select or Create a Category: Choose a predefined category like 'Recovery' or create a new one by clicking the plus sign and naming your new category.
  5. Save the Milestone: Click 'Create' to add the milestone to the system.

Step 2: Viewing and Editing Milestones

  • Viewing a Milestone: Access the milestones table to view all created milestones.
  • Editing a Milestone: You can edit a milestone by clicking on it and modifying details like the category or date. Save changes to update the milestone.

Step 3: Integrating Milestones with Care Receiver Profiles

  • Profile Integration: Navigate to a care receiver's profile to see their specific milestones.
  • Milestone Details on Profile: On the care receiver's profile, click on 'Milestone' to view the list of their milestones.

Step 4: Managing Milestones

  • Edit or Delete: Each milestone can be edited for accuracy or deleted if no longer relevant.
  • Real-Time Search: CareNote allows you to search for milestones using keywords, providing real-time results on the milestone's details, such as category, date, and associated care receiver.

The Importance of Milestones in CareNote

Milestones in CareNote are not just dates; they represent significant moments in your care receivers' journeys. By documenting these moments, CareNote helps you:

  • Celebrate Achievements: Acknowledge positive events like recoveries or anniversaries.
  • Remember Significant Dates: Keep track of sensitive dates like the loss of a loved one.
  • Provide Personalized Care: Tailor your care approach based on these milestones, offering support or celebration as needed.

Thank you for following this tutorial. CareNote's Milestones feature is designed to enhance your caregiving experience by keeping you informed and connected with your care receivers' important life events.

Stay tuned for more tutorials and guides on making the most of CareNote's features. If you have any questions or require further assistance, please feel free to contact our support team.