Record keeping
How to use Noted when working with client information
43 articles
A quick introduction to records
Filtering different types of depositories
How to Print and export client records
How to create client records
Client document management
Creating client reminders
How to create a client letter
Creating a client note
Editing, signing and deleting client records
Follow-up records
Amending Other Workers’ Records
Adding an addendum
Applying access rules to a record
Overriding access to a restricted record
Using tracking forms