Noted

How to setup and configure your organisation in Noted

Administration

Administration Client Search

Merge duplicate clients

Clients

Assign services to a user or set up a user's work hours

Assigning services and setting up working hours for a user

Configuring users as ACC providers

Creating and managing Noted ID Users

How to create and update users within your organisation

Creating and managing users

Users

What do the privileges and features mean?

Privileges and features

Roles allow you to set multiple users’ privileges along with their access to features within Noted

Creating and editing roles

Roles 

Setup and manage Teams to appropriately share confidential client records

Creating and editing a team

Team access controls (TAC)

Teams

Enter and update your organisation details, ACC settings and which features you use

Organisation details and features

Setting up ACC Billing for your organisation

How to set up and enable ACC Billing

Configure your organisation's PRIMHD settings

How to set up and enable PRIMHD reporting

Set up services for your organisation's scheduling system

Assigning Services

Add spaces for your organisation to use in the scheduling system

Configuring spaces

Organisation

Client tags provide a powerful tracking tool for your organisation

Managing client tags

Accurately record the reason a client changes between active and inactive states

Managing status changes

Specify what client information is required

Editing required fields

Customise and manage what your users see on their screens

Data Visibility

Managing record categories

Customise the content of your invitation to clients

Client invite

Creating Letter Templates

Customise the relationship types for your organisation

Managing Relationship types

Manage when client notification emails for appointments get sent

Scheduling notifications

Assign tracking forms to Teams and reduce clutter for users

Assigning tracking forms

Track the work being done with clients towards predetermined outcomes

Managing outcomes and outcome reasons

Client settings

Access and update your billing information, change your subscription package, manage add-ons and view historic invoices

Accessing and updating your subscription information

Subscription

Create a custom design with text, images, and links