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November 2025: Record keeping on the Timeline

Clear oversight of care history with more control to capture information

Carina Staebler avatar
Written by Carina Staebler
Updated over 3 weeks ago

Release Date: November 2025

In this month's update we've launched a timeline view that shows all your customer records in one chronological feed, and you can now create records with the help of a Mini whenever you need to capture information.

Timeline View

See the full story of a person's care in one scrollable view.

What's new

  • All records appear chronologically in one feed, such as progress notes, charts, assessments, care plans, and incidents

  • Filter by record type, author, or date range to quickly find what you need

  • Click any record to view its full details and attachments

This makes it easier to spot patterns over time, review changes during handovers, or verify what information your Mini has access to. Particularly useful for clinical reviews or incident investigations where you need the full picture.

Create a Record

Ideal for collecting information over a shift or after an appointment

What's new

  • Start drafting a record from the chat window

  • Add event date, title, notes, labels (like "progress note" or "assessment") and upload any attachments

  • Drafts stay private to you until you're ready to submit

  • Once submitted, records become visible to your team and searchable by Minis

This gives you the option to document information and control when records become visible to your team and Minis.

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