This guide walks you through how to create, manage, and maintain Confidential Notes within the Care Planning area.

Confidential Notes are essential for securely recording sensitive information about service users, ensuring that only authorised staff can access and update important details. Keeping these notes accurate and up to date supports better care delivery, clear communication, and compliance with data protection standards.

By following this guide, you will learn how to:

• Access the Confidential Notes section within Care Planning
• Create and save new confidential notes
• Search and filter existing notes for quick access
• Edit notes to keep information current
• Delete notes when they are no longer required
• Export notes for reporting or auditing purposes

This ensures all sensitive information is managed efficiently, securely, and in line with best practices.