Tracking forms are designed to help you record discrete client information to track a client's progress over time. Recorded separately from client records, tracking forms allow key information to be surfaced and reported on in an easily accessible way.
You can access your tracking forms from the client’s records screen or the client overview page.
Click on the Records dropdown menu below the client’s name and scroll to the bottom of the list to see your tracking form options.
NOTE: If there isn’t yet a form for you, we are happy to discuss creating a tracking form for your organisation.
Different service providers will use tracking forms for different measures, depending on the work they do with their clients.
Dieticians use weight and BMI tracking forms, while Mental Health workers track their client’s risk-level and mental health assessments.
Budget advisors can track weekly household expenses while dementia carers measure acuity and engagement.
To meet the needs of our broad range of Noted users, we have an extensive library of tracking forms that might be relevant to you and how you work. Contact us at support@noted.com to find out if we have an existing tracking form which may suit your needs.