High-quality, structured client records are at the heart of what we do at Noted.
Learn how to create client records in the video below, or keep reading for step-by-step instructions.
From the Dashboard search for or add the client you are creating a record for
Click Continue to records
Select Record from the action buttons and add a title
If required, edit the date and time of the record
Add the relevant form(s)
Enter the relevant information, using the fields provided (Note: no fields are compulsory)
Click Save and review when finished
If you are satisfied that the record is complete, sign the record by clicking Sign
Notes:
An unsigned record will remain saved against the client and can be edited
The record title is generally the reason for the client’s visit
Forms are context-specific. You can add multiple forms to a record if necessary
You can view previous records on the left as well as add reminders for yourself while editing or creating a record
If you work alongside other users you can set who can and cannot access a record when creating and editing it. Learn more about record access controls here
Once you have created a client record, further consultations or appointments with the client can be recorded using the Follow-up function. Learn more here.