Noted

A new client record requires specific details before being ready for submission to PRIMHD.

There are four PRIMHD record types, each with different information required. 

The fields presented when you select a record type all need to have information entered unless indicated otherwise. 

Once completed and signed, PRIMHD records will populate a Pending list within PRIMHD reporting, outlined below.

- There are four PRIMHD record types, each with different information required. 
- The fields presented when you select a record type all need to have information entered unless indicated otherwise. 
- Once completed and signed, PRIMHD records will populate a Pending list within PRIMHD reporting, outlined below.

Create a new record or edit an existing record 

Scroll down to the Access control section, toggle on PRIMHD record, then follow the prompts to enable PRIMHD

PRIMHD activity fields now appear. Enter the required information using the provided dropdown menus and text fields.

When finished click Save and review

If you are satisfied that the record is complete, sign the record by clicking Sign

1. Create a new record or edit an existing record 
2. Scroll down to the Access control section, toggle on PRIMHD record, then follow the prompts to enable PRIMHD
3. PRIMHD activity fields now appear. Enter the required information using the provided dropdown menus and text fields.
4. Fill in your client record as usual
5. When finished click Save and review
6. If you are satisfied that the record is complete, sign the record by clicking Sign

NOTE: If the PRIMHD details are not complete you will not be able to sign the record

Save time and effort with Noted’s easy to use PRIMHD reporting tool

Creating PRIMHD records

Create a custom design with text, images, and links

To create a PRIMHD Record: