Seniorverse Navigate · Visit Notes
Record the Visit. Review the Note.
With the client's consent, record the conversation and Navigate drafts the note. You check it against what was said, and nothing reaches the chart until you accept it.
Every Sentence Shows Where It Came From
Select a line of the drafted note to see the part of the conversation behind it.
Summary
Barbara reports feeling better on the new blood pressure medication, with one brief episode of dizziness on standing Tuesday.Medications
Potassium supplement discontinued by her physician, per her daughter and the pharmacy. Medication list to be updated.Follow-up
Nephrology appointment on the 23rd. Confirm the office has received her lab results.GraceCare managerHow has the week been with the new blood pressure pill?
BarbaraClientBetter. I got a little dizzy Tuesday when I stood up too fast, but it passed.
KarenDaughterShe also stopped taking the potassium. The pharmacy said the doctor took her off it.
GraceCare managerOkay, I'll update her list. Has she seen the kidney doctor yet?
KarenDaughterNo, it's on the 23rd. Can you call and confirm they got the lab results?
GraceCare managerI'll call them tomorrow morning and let you know.
Follow-Ups, One at a Time
From the same conversation, Navigate proposes tasks and updates to the client's record. Accept the ones you want. Skip the rest.
Try it: accept or skip each one.
- TaskCall nephrology to confirm lab resultsDue tomorrow, 9:00 AM · Grace SullivanAddedSkipped
- Medication changeMark potassium chloride as discontinuedHealth and Care · MedicationsAddedSkipped
- TaskTell Karen the result of the callDue tomorrow · Grace SullivanAddedSkipped
Notes in Your Format
Templates set the structure of the note and the follow-ups it proposes. Set them up for your organization, and pick one before you record or let Navigate choose.
Questions About Visit Notes
Does the client have to agree?
Yes. The app shows a consent line before recording starts, and the care manager confirms the client or their representative has agreed. Consent rules differ by state, so check yours.
Can everyone see that it is recording?
A red banner stays at the top of the screen the whole time. Pause, resume, or discard the recording at any point.
Can I just type the note?
Yes. Write the note yourself and Navigate still offers follow-ups from what you wrote.
Does the draft go straight to the chart?
No. Edit it, regenerate a section, or throw it away. It reaches the chart only when you mark it reviewed.
Record One Visit and See the Note
Start free, or we will walk through the review screen with you.