Notes

Service notes, shift documentation and incident reports with signature and co-signature, and a void and amend history that is never rewritten.

How Notes is priced

Who uses it

Staff: Direct support staff, teachers and therapists write, tag and sign notes. Supervisors co-sign another person's note, and administrators void with a written reason. Any staff member who writes notes can correct a signed note with an amendment.
Families: Families do not use Notes. It is staff documentation, and it never appears in Assure.

Where it appears

Assure Staff on the web: Writing, signing, co-signing, amending and reviewing notes, and the notes reports.
Assure Staff: A quick draft at the end of a shift or a visit, and signing your own drafts, on a phone.

Documentation that holds up

Service notes are billing evidence. Notes carries the fields payers audit: the service code, the time window, the location, the signature, and a supervisor’s co-signature. Incident reports are a kind of note, under the same rules.

Signed means signed

A signed note cannot be edited. Corrections are made by writing an amendment that replaces the original in the record; the original keeps its text and its signature. A note can be voided with a reason, never deleted. The history shows every version, who wrote it and when, and why a voided note was voided. Documentation with a rewritable history is not documentation.

Tags, and what they add up to

Notes can be tagged, for behavior, health, injury, medication, mood, sleep, eating, social or an achievement. The notes reports count them by day, by kind and by hour of the week, so a pattern like incidents clustering on Monday afternoons shows up without anyone reading every note. The reports count; they never open a note’s text.

Encrypted per record

Clinical narrative is sealed under its own encryption key before it reaches the database, with that key wrapped by AWS KMS. A single key does not unlock the rest, and a database dump is not a disclosure.

Works on its own or alongside what you already use

Notes works without Handoff, Messages or Progress. An agency that already runs pickup or family messaging somewhere else can use Notes for documentation alone, against the same roster and the same staff accounts.

Every module sits on the same core: your roster, the adults authorized for each person and what each may do, their approved photos, your locations, and your staff accounts. Add another module later and it uses that same record. How the platform fits together

Other modules

Start with Notes, or add it to what you run

Tell us which module you need first. We switch modules on for your organization, so adding another later is a setting, not a migration.

How pricing works See the whole platform