Log in to the Care Diary web portal and select Participants from the left-hand menu.
Search for the participant and select the Edit icon under Actions.
Select Summary from the participant’s menu.
Enter the participant’s important information in the Summary section. This may include:
Support preferences and routines
Communication needs
Important risks or safety information
Guidance for introducing new staff
Appointment or transport requirements
Behaviour support strategies
Other information staff should know before providing support
Use the formatting options to organise the information with headings, bullet points, numbered lists or bold text where required. Keep the summary clear, factual and easy for staff to understand.
Review the information carefully and select Save Changes.
Once saved, the summary will appear under the Summary section on the participant’s Participant Details page in the Care Diary mobile app. Staff can review the summary directly from this page. If the full summary is not displayed, select Read more to view the remaining information.
Important: Ensure the information is current, accurate and relevant to the participant’s support. Do not include personal opinions or unnecessary confidential information. Update the summary whenever the participant’s needs, preferences, risks or support arrangements change.