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🩺 Why this matters
The General Information block is a simple but powerful way to share updates, notes, or reminders that are visible to everyone on the Action Plan—healthcare providers, clients/patients, and their support teams.

It was built in response to user feedback asking for a top-of-mind space to post important updates—securely and clearly—without needing to send multiple messages or make repeated calls.

Use it to:

• Inform families about new clinic times, appointments, or important events

• Share quick reminders or general updates

• Avoid duplicated communication and ensure alignment

🔍 Where to find it

• Open the Person’s Action Plan

• Scroll to the General Information block

• Located on the dashboard for easy visibility

🚀 What you can do in this section

🗣️ Post general updates

1. Click the + Add button

2. Type your message

3. Click Save
   👉 Your note will be date- and author-stamped

✏️ Edit or delete your own notes

• Click the Edit icon to revise

• Use the Trash can icon to remove old or incorrect notes

📚 View history

• The block displays the three most recent messages

• Click “View History” to see the full archive of posts

📩 What happens after posting

• Clients, patients, and primary supporters receive an email notification

• They’re prompted to log in and view the update directly

• This ensures nothing important is missed and reduces the need for multiple follow-ups

💡 Tips and things to know

• Clients and families can view General Information notes—but cannot post their own

• This block is visible across all teams involved in the Action Plan—so if multiple organizations are collaborating, everyone sees the same updates

• Ideal for saving time: no need to phone multiple contacts to provide a status update

• Keeps care more transparent, especially across home, community, and hospital teams

• Avoid using this block for confidential or internal updates—use the Status Updates block for that instead