Client information

How to use Noted when working with client information

11 articles in this collection
Written by Liam Harrison and Lydia Pointon

Adding and inviting a new client

How to create a new client within Noted

Written by Liam Harrison
Updated over a week ago

Creating client records

How to add records to your clients within Noted

Written by Liam Harrison
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 Liam Harrison
Updated over a week ago

Follow-up records

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

Written by Liam Harrison
Updated over a week ago

Creating reminders

Reminders provide an opportunity to better support your clients

Written by Liam Harrison
Updated over a week ago

Letter writing

How to create client letters within Noted

Written by Liam Harrison
Updated over a week ago

Creating a client note

Quickly write down client information with a note

Written by Liam Harrison
Updated over a week ago

Client document management

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

Written by Liam Harrison
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 Liam Harrison
Updated over a week ago

Editing and deleting a client

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

Written by Liam Harrison
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