The shared notebook has been designed to keep Members, their loved ones, and care teams synchronised to feel calm and reassured their care needs and expectations are being met.

The Shared Notebook gives the option to share a note with a Member, their loved ones (Authorised Representatives & Sharers) and any Care Worker (Helper) working with the Member.

When you decide to create a new note. Give it a title, fill in the body, determine whether the note should be pinned and then decide if it’s going to be internal or external.

By default, a notes visibility is always set to internal. The visibility control sits at the bottom of the creation screen and can be set to internal and shared. Once the note is given a title and a body you can share it to the Members notebook.

Options: You can change the note to be pinned/unpinned or edit the note if you've made a mistake Editing a note will generate a link to an internal change-log that keeps track of these changes.

A shared note is created when the visibility is set to shared. Once clicked, the list will populate with the Member, their loved ones (Authorised Representative & Sharers) and all current Care Workers. If the Member or their loved ones does not have an account, they will not appear on this list.

Please Note: This option allows you to control if the Member, their loved ones or Helpers will be notified. All shared notes and comments are visible to the Member, their loved ones and any Helper attached to the Member by visiting the notebook. When creating a shared note or leaving a comment you should assume it could be seen by anybody attached to the Members profile.

In Lookout, a shared note will appear similar to an internal note except the internal lock has been replaced by a shared icon.

When a Member, their loved ones or Care Workers reply to a shared note, a ticket is automatically created. You can view this ticket and continue the discussion by either clicking view discussion or ‘go to ticket’. You will also receive a standard Lookout ticket notification email to your inbox.

From the ticket page, the shared note is visible along with who was notified and any replies that have been received. In the example below, a Sharer attached to the Member has replied back to the doctor's appointment note. Each subsequent reply will be contained within this one ticket.

Within this page, you are given the option to create an internal ticket and loop in any staff Member(s) by tagging them. The two discussions can run in parallel but are completely separate from each other.

Please note: These internal discussions are only visible to Lookout Staff Members. You can tag specific staff Members by using the @ symbol. At this stage, It is not possible to tag a Member, their loved ones or Care Workers.

Individuals who have been selected to receive a notification regarding a shared note will receive a push or email notification based on their app settings.

Deleting a comment left on a shared note

Clicking delete will remove the comment from the discussion for everybody and the tag 'This message has been removed' will replace the original text. This is visible to everybody able to view the Members notebook.