Progress Notes

SawaCRM provides an advanced feature for managing progress notes and shift-related information, revolutionising how businesses track and document the progress of their staff. With its user-friendly interface and robust functionalities, SawaCRM simplifies capturing and managing crucial details about staff performance during shifts. By leveraging this module, businesses can ensure accurate and comprehensive progress notes, streamline operations, and monitor staff development and achievements. Experience the transformative power of SawaCRM's progress note feature and enhance your shift management process with ease. In the progress note area, you can:

  • Create Shift Progress Notes - Effortlessly input and update progress notes to track staff performance, accomplishments, and areas for improvement during their shifts.
  • Record Incidents - Document any noteworthy incidents or occurrences during the shift, ensuring accurate incident reporting and resolution.
  • Access Records - Retrieve and review previous progress notes for each staff member to gain insights into their development and track their progress over time.
  • Adding Customisable Templates - Personalise progress note templates to align with your organisation's requirements and effectively capture the necessary information.