Noted

Easily capture information on group sessions with multiple clients and one or more workers. Session records are included in each attendee’s records list and session attendance can be reported on with reports.

Click + Add group and select the type of group

Provide details on the group,  add one or more workers and the relevant clients, restrict access if needed, and then click Finish

1. Go to Client records via the Switcher 
2. Click on Groups in the sidebar
3. Click + Add group and select the type of group
4. Provide details on the group,  add one or more workers and the relevant clients, restrict access if needed, and then click Finish

NOTE: You will see a list of participants for groups with regular participants. For groups with unspecified participants, you will only see a list of the workers involved.

Tip: To edit a group click on Edit Group in the group overview.

Easily capture information while working with multiple clients and workers through Noted’s Groups feature

Create and edit groups

Create a custom design with text, images, and links

Creating a group