High-quality, structured client records are at the heart of what we do at Noted.
To create a record:
From the Dashboard search for or add the client you are creating a record for
From the client overview screen, click Continue to records
Select Record from the action buttons in the top right-hand corner and add a title for the reason for the session
Select the category of the session
If required, you can edit the date and time of the record (click the pencil icon to the right of the Time field)
Select the Add form button to add the relevant issue form(s)
Work through the issue form, entering the relevant information using the fields provided
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, however your record is auto-saved every few seconds but you can also manually save by selecting the save button.
The record title is generally the reason for the client’s visit
Issue forms are context-specific.
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 restrict who can and cannot access a record when creating and editing it. Learn more about record access controls here