Notes and Engagement
The two remaining patient-page tabs: private clinical Notes (author-only, and what deleting one does) and Engagement (check-ins per week, streak, last active) and how to read them.
Two tabs round out the patient page. The Notes tab is your private clinical record for this patient, and the Engagement tab shows how actively they are using the app.
The Notes tab
Notes are your own clinical documentation for one patient. Each note records a session date (distinct from when you wrote it), a format, and a risk level.
- Formats. Quick free-text, or the structured SOAP, DAP, and BIRP templates, plus optional mental status exam fields.
- Risk level. Each note carries none, low, moderate, or high. A high-risk note also surfaces on the patient's concern list and the roster at-risk column, so serious notes are not buried.
- Latest note. The most recent note is echoed on the patient overview as a snippet.
Unlike the safety plan, which is care-team shared, clinical notes are author-only. A colleague at the same institution, even one with consent for the same patient, does not see your notes, and the patient never sees them.
Deleting a note
Deleting a note removes it. It does not soft-hide it and there is no patient-facing copy to worry about, because the patient never saw it. Because a note is your record of care, delete deliberately; treat it as you would deleting an entry from a chart. Deleting a high-risk note also clears the concern it raised.
The Engagement tab
Engagement answers a different question from the clinical tabs: is this patient still showing up? It gathers weight trend, weekly activity, and the app-usage signals in one place.
Read these three signals together:
- Check-ins per week. How often the patient is completing check-ins, shown against the previous week so you can see whether engagement is climbing or fading. A drop is worth a gentle nudge, not an alarm.
- Streak. Consecutive days of activity, alongside the coins they have earned. A streak is an encouragement signal, never a clinical target, and a broken streak is not a relapse.
- Last active. When the app last saw them. A patient who has gone quiet for a stretch may need outreach, especially if paired with a concern on their overview.
Low engagement is a prompt to reach out, not a verdict. Read it next to the clinical tabs: a patient can be quiet in the app and still doing well, or busy in the app and still struggling. Weight, measures, and meal adherence carry the clinical weight.
The tab also surfaces the patient's app setup (whether their daily check-in and meal reminders are on) and their profile basics, so you can see whether the tools that drive these numbers are even switched on. If a patient's daily check-in is off, that is often why their meal-adherence data looks thin.