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Client information

How to use Noted when working with client information

RS
By Rachel and 1 other2 authors15 articles
Client Address Validation

Creating and editing clients


Adding and inviting a new client
Editing and deleting a client
Client Access

Client records


Creating client records
Editing, signing and deleting client records
Follow-up records
Applying access rules and Overriding Access
Amending other workers' records
Print and export client records
Creating reminders
Letter writing
Creating a client note
Client document management
Tracking outcomes
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