🔒 Permissions: You need Admin or Creator permissions to create records. Members can view records but cannot create or edit them. Learn more about roles →
What is a record?
A record captures something that happened in a person's care — a visit, a conversation, a medication review, a progress note. Records are what give a Mini its context, so the more you add, the more helpful the Mini becomes. You can see all records on the timeline.
When to use this
You've just finished a shift or visit and want to capture what happened
You need to document a meeting, review, or assessment outcome
You want to give the Mini more context so it can support you better
How to create a record
Open the Mini you want to add a record to.
Click the + Create record button on the timeline, or use the Create record option in the Mini chat.
A new draft will open in the canvas.
From here you can:
Select an event date and time using the combined date-time picker — pick both in a single step
Add a record title
Write your notes using the rich text editor (see below)
Select a label such as Note or Assessment
Add attachments
💡 Tip: If you already have a draft in progress, you'll see a View draft record prompt in the chat instead. Click it to pick up where you left off.
Rich text editor
Records support rich text formatting, giving you tools to create clearer, more structured documentation. Use the formatting toolbar to:
Bold, italic, and underline text
Add headings to organise sections
Create bullet points and numbered lists
Well-formatted records are easier to read, review, and hand over — improving communication across shifts and teams. Use headings to separate sections in longer notes like care plans or handover summaries.
About drafts
While you're working on a record, it stays as a draft — visible only to you. That means you can take your time: collect information, add notes, upload attachments, or refine the wording before sharing it with the team.
How to submit your record
Open the draft in the canvas.
Check the details are accurate and read the way you'd want a colleague to see them.
Click Submit.
Once submitted, the record becomes visible to your team, appears on the timeline, and the Mini can draw on it in future conversations. It may briefly show as processing before it's fully searchable.
⚠️ Always review before submitting: If you used speech-to-text or any AI-assisted features to help write the record, take a moment to check the details are right. Your expertise is what makes the final call — the Mini is here to support you, not to decide for you.
ℹ️ Good to know: Scanned or handwritten documents sometimes don't convert perfectly — it's worth double-checking anything that was originally on paper before submitting it as a record. See known limitations →
Need help?
Got a question about creating records? We're here — just message us through the Help Desk in the app.