When we set Noted up for your organisation, we choose from a set of standard form types and tailor them to your needs. This article gives you an overview of what's available, organised by what you're trying to do, so you can see what Noted could do for you, whether you're exploring Noted for the first time or you're already up and running. You don't need to use every form type. Most organisations start with a few and add more as their needs grow.
Two kinds of forms
Noted forms fall into two broad groups:
Record forms capture the details of an interaction, such as a session and may include things that you noticed when doing work for a Client, Group or Whanaunga āwhina
Tracking forms follow something over time, such as a plan, a referral or a Client's or Whanaunga āwhina journey with your team.
You'll see each form labelled below.
Recording your day-to-day work
Activity session (record form)
Records a period of time when one or more workers do work with, or on behalf of, a Client, Whanaunga āwhina or Group. This is the foundation for day-to-day record keeping.
Observations and evaluation (record form)
Records what workers notice about a Client, and can include ratings of the Client's own wellbeing in areas that your organisation values, such as an aspect within a particular framework you've adopted. Over time, this can help you see the impact your organisation's work is making. It can be an add-on form, or part of the same Activity session form. Observations can come from the worker, the Client or the people around them, and can be factual or opinion-based.
For example: A kaimahi visits a Client at home to help with their medication routine. They record the visit as an Activity session, note that the Client seemed more energetic than last week, and rate their physical health as part of the Te Whare Tapa Whā model. Across several visits, the team can see how things are changing.
Assessing and understanding your Clients
Comprehensive assessment (tracking form)
A full assessment that can be completed in stages over several sessions. It's useful when an assessment is too long to finish in one sitting.
Assessment tool (tracking form or record form)
Records screenings that may include scores, such as the PHQ-9. One tool can include several sub-screenings. It's available in two modes:
As a tracking form, the latest result is easy to see at a glance.
As a record form, each screening is a point-in-time entry rather than a living document. This suits services that screen regularly, such as at every Activity session.
Client descriptor (tracking form)
Records additional Client information that isn't already available as standard fields in the Client profile. You can have multiple of these forms and make certain ones visible only to certain teams.
For example: Recording consent, pronoun and language preferences, cultural affiliations, contact information of your client's support network and more.
Planning and keeping people safe
Contingency plan (tracking form)
Records what to do if something goes wrong, who would help, and the Client's protective factors or strengths. It also covers safety plans and similar plans.
Wellbeing pathway (tracking form)
A plan of actions to assess or improve a wellbeing aspect, such as physical health, showing which actions are done. You create the plan, carry out the actions and review whether it worked.
For example: A worker and a Client agree on steps to improve the Client's housing stability: contacting the landlord, applying for support and checking back in a month. Each action is checked off as it's done, and at the end the worker reviews whether it made a difference. Alongside it, they record a Contingency plan that lists who the Client can call if things become difficult.
Coordinating work, referrals and funding
Team pathway (tracking form)
Tracks a Client's or Whanaunga āwhina journey with a team, from first contact through to when the work ends, whether that's discharge, exit or closing the file. Key milestones are checked off along the way so team members can see where things are at.
Request (tracking form)
Records requests a worker makes to someone outside their own team, whether in another team or another organisation. Requests might be for funding, advice or a referral.
Financial pathway (tracking form)
Tracks how approved funding is paid out, including follow-ups with the requester or the Client/Whanaunga āwhina. It runs from the point a funding request is initiated until all funds are paid.
For example: A worker sees that a whānau needs help with transport costs to attend appointments. They send a Request for funding to another team, which approves it. The Financial pathway tracks each payment and follow-up until the funds are paid. Meanwhile, the Team pathway shows where the whānau are in their journey with your service.
Want to know more?
If you'd like to see how any of these could work for your team, or you think a form type could replace something you're currently doing outside Noted, we'd love to hear from you.
Current customers: Get in touch with your Noted contact or email support@noted.com.
Not using Noted yet: Contact us at sales@noted.com to arrange a conversation.
Tell us what you're trying to record or track, and we'll help you work out which form types fit best.