This guide explains how to use the Care Note Analysis feature to review, filter, and generate insights from care documentation within the system.

Analysing care notes helps improve oversight, identify trends, and support better decision-making. By using filters and reporting tools effectively, you can reduce time spent searching for information, improve accuracy in reporting, and ensure important patterns or concerns are not missed.

By following this guide, you will learn how to:

• Access the Care Note Analysis feature
• Search and filter care notes by resident, staff, and date range
• Refine results using media and content filters
• Review individual care notes in detail
• Use summary views to identify trends and patterns
• Export data for reporting and compliance
• Generate AI-powered analysis reports using MargoAI

This ensures you can quickly access meaningful insights, improve care quality, and maintain clear, data-driven oversight across your organisation.