Client information

How to use Noted when working with client information

14 articles in this collection
Written by Lydia Pointon and Isobel Cookson

Creating and editing clients

Adding and inviting a new client

How to create a new client within Noted

Written by Isobel Cookson
Updated over a week ago

Editing and deleting a client

Change a client’s details and permanently remove them from Noted

Written by Isobel Cookson
Updated over a week ago

Client Access

Remove a user’s access to specific clients within Noted to ensure safe and appropriate access to information

Written by Isobel Cookson
Updated over a week ago

Client records

Creating client records

How to add records to your clients within Noted

Written by Isobel Cookson
Updated over a week ago

Editing, signing and deleting client records

How to make changes, complete and permanently remove client records you have created

Written by Isobel Cookson
Updated over a week ago

Follow-up records

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

Written by Isobel Cookson
Updated over a week ago

Applying access rules to records and overriding access

Grant or deny access to client records for teams or specific users and override access rules when required

Written by Isobel Cookson
Updated over a week ago

Amending other workers' records

Take ownership of another user’s record to make required changes

Written by Isobel Cookson
Updated over a week ago

Print and export client records

One or more client records can be printed or exported to .pdf from within Noted

Written by Isobel Cookson
Updated over a week ago

Creating reminders

Reminders provide an opportunity to better support your clients

Written by Isobel Cookson
Updated over a week ago

Letter writing

How to create client letters within Noted

Written by Isobel Cookson
Updated over a week ago

Creating a client note

Quickly write down client information with a note

Written by Isobel Cookson
Updated over a week ago

Client document management

Upload documents and images to clients and use folders to organise files

Written by Isobel Cookson
Updated over a week ago

Tracking outcomes

Track the work being done with clients towards predetermined outcomes

Written by Lydia Pointon
Updated over a week ago