What is a record?
A record is a piece of information related to a person’s care. Minis generate their response based on the person’s records. You can view the records a Mini has access on “timeline view”.
What is a draft record?
During creation the record remains a draft this means it is only visible to you. So you can collect information, add notes, upload attachments, or prepare documentation before submitting.
Once you are ready, you can submit the record, and it becomes visible to your team.
How to create a record
Open a Mini
Select View draft record from the chat
A new draft will open in the Canvas
In the canvas, you can:
Select an event date and time
Add a record title
Type notes or descriptions
Select a label such as note or assessment
Add attachments
Drafts remain private until you choose to submit them.
How to submit your Record
When your draft is ready:
Open the draft in the canvas
Select submit
After submitting: The record becomes visible to your team
It appears in the timeline and can be referenced by Minis
It may briefly show as processing before becoming fully searchable.
Need help?
If you have questions about creating new records, message us anytime using the Help Desk messenger in the app.