Write and sign a care note

Document a note on a member's record using a structured template, then sign it to make it part of the permanent record.

Before you start

You need a role that can author notes (most clinical care roles can; Care Navigators and Claim Specialists cannot).
Open the member first: go to Members → Member Search, find the member, and open their workspace.

In the member's workspace tab bar, click New Note (in the Documentation group).
On the New Note screen, pick a template. Each tile shows the template name, its sections, and roughly how long it takes. Templates include Progress Note, History & Physical, Discharge, Procedure, ER, and Critical Care — for routine care management documentation, Progress Note is the usual choice.
Fill in the note sections. Depending on the template, sections may be laid out as a single page, an accordion, or a step-by-step flow. Some fields pre-fill from the member's chart — review anything pre-filled before signing.
When the note is complete, click Sign & Submit. If required fields are missing, the editor lists what still needs attention before it will sign.
After signing, you're taken to the finished note. Signed notes appear on the member's All Notes tab with a Signed badge.

To change a signed note, open it from All Notes and use the amend or addendum option — signed notes are never edited in place; corrections are recorded as amendments.
Cancelling the editor returns you to the member's Documentation Hub without saving.
If a template you expect is missing, ask your administrator — templates are managed centrally.