Client information

How to use Noted when working with client information

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

Creating client records

How to add records to your clients within Noted
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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
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Written by Isobel Cookson
Updated over a week ago

Follow-up records

Link client records together in Noted by using follow-up records
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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
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Written by Isobel Cookson
Updated over a week ago

Amending other workers' records

Take ownership of another user’s record to make required changes
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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
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Written by Isobel Cookson
Updated over a week ago

Creating reminders

Reminders provide an opportunity to better support your clients
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Written by Isobel Cookson
Updated over a week ago

Letter writing

How to create client letters within Noted
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Written by Isobel Cookson
Updated over a week ago

Creating a client note

Quickly write down client information with a note
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Written by Isobel Cookson
Updated over a week ago

Client document management

Upload documents and images to clients and use folders to organise files
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Written by Isobel Cookson
Updated over a week ago

Tracking outcomes

Track the work being done with clients towards predetermined outcomes
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Written by Lydia Pointon
Updated over a week ago