Follow-up records

Link client records together in Noted by using follow-up records

Rachel Henare avatar
Written by Rachel Henare
Updated over a week ago

Follow-up records link related records together and create a continuous story of the work done with a client from their first session.

Watch this tutorial to learn how to make the most of follow-up records:

Information entered in the previous record will be displayed and help inform your new follow-up record.

  1. To create a follow-up record, navigate to the client's records and select the record you wish to follow-up

  2. Click Follow-up and OK to continue

  3. Enter new information as required

  4. Double-click on text previously entered to retain and/or edit it

  5. Click Save and review when finished

  6. If you are satisfied that the record is complete, sign the record

Note: If you create a follow-up and immediately click Save and review, you will find that the record is empty, regardless of the information displayed in grey (from a previous record). This reflects your client’s progress and removes the chance of incorrectly recording false information.

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