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Getting Started Guide

Everything you need to know to start using CarerNotes.

1

Create your account

Visit app.carernotes.uk and create your account with your email address. You'll get a 7-day free trial to try the service.

Tip: Add the app to your phone's home screen for quick access. On iPhone, tap the share button and "Add to Home Screen".
2

Allow microphone access

When you first try to record, your browser will ask for microphone permission. Tap "Allow" to enable recording.

Tip: If you accidentally denied permission, you can change it in your phone's settings under the browser app.
3

Start a new visit

Tap "New Visit" and enter the client's name. The client name is encrypted and secure. Then tap the red record button to start recording.

4

Record your notes

Speak naturally, like you're handing over to a colleague. Include:

  • How the client is today (physical and emotional state)
  • What care you provided
  • Any medications given
  • Food and drink offered
  • Any concerns or handover notes
Tip: Don't worry about being perfect. The AI understands natural speech and will structure your notes professionally.
5

Stop recording and upload

Tap "Stop" when you're done. The recording will upload automatically. This usually takes 1-2 minutes depending on your connection.

6

Wait for AI processing

The AI will transcribe your recording and generate structured notes. This typically takes 2-5 minutes. You'll see a notification when your note is ready.

7

Review and edit

Check the generated note for accuracy. Tap any section to edit it. Make sure medication names, quantities, and client details are correct.

8

Approve and export

When you're happy with the note, tap "Approve". The note is now locked for compliance. You can export it as a PDF or copy the text for your care management system.

Important: Once approved, notes cannot be edited. Contact your supervisor if corrections are needed.

Recording Tips

Do

  • Speak clearly at a normal pace
  • Include all care activities
  • Mention client's mood and engagement
  • Note any concerns for follow-up
  • Record while events are fresh

Don't

  • Record in very noisy environments
  • Speak too quickly
  • Include personal conversations
  • Record other clients' information
  • Forget to mention medications

Need more help?

Check our FAQ for common questions, or email us at hello@carernotes.uk.