# Noted Help Centre

> Help center for Noted

## Getting started

- [Introduction to Noted](http://support.noted.com/en/articles/3431640-introduction-to-noted.md): Welcome to Noted! Learn more about us here.

## Record keeping

- [Creating a new client](http://support.noted.com/en/articles/3404556-creating-a-new-client.md): How to create a new client within Noted
- [How to invite clients](http://support.noted.com/en/articles/3404607-how-to-invite-clients.md): Invite a client to fill out their information before an appointment
- [How to create a custom search](http://support.noted.com/en/articles/3404560-how-to-create-a-custom-search.md): Access a filtered list of your clients
- [Managing your custom search list](http://support.noted.com/en/articles/3404569-managing-your-custom-search-list.md)

## ACC billing

- [Creating billable services](http://support.noted.com/en/articles/3404621-creating-billable-services.md): Quickly and easily create and submit invoices to ACC within Noted
- [Managing ACC Invoices](http://support.noted.com/en/articles/3404626-managing-acc-invoices.md)

## PRIMHD reporting

- [PRIMHD Reporting](http://support.noted.com/en/articles/3953483-primhd-reporting.md): Noted’s PRIMHD reporting tool removes the hassle and effort of submitting your PRIMHD information to the Ministry of Health
- [Creating PRIMHD records](http://support.noted.com/en/articles/3953488-creating-primhd-records.md): Save time and effort with Noted’s easy to use PRIMHD reporting tool
- [Creating a PRIMHD referral](http://support.noted.com/en/articles/10349091-creating-a-primhd-referral.md)

## Scheduling

- [A quick introduction to Scheduling](http://support.noted.com/en/articles/3824432-a-quick-introduction-to-scheduling.md): Get your organisation up and running with Noted's Scheduling tool
- [How to create appointments](http://support.noted.com/en/articles/3825047-how-to-create-appointments.md): Book appointments, block out time for a worker or space, and search for upcoming appointments
- [View and edit existing appointments](http://support.noted.com/en/articles/3825055-view-and-edit-existing-appointments.md): Search and edit upcoming appointments
- [Managing availability](http://support.noted.com/en/articles/8271370-managing-availability.md): Easily update the availability of resources

## Administration

- [Administration Client Search](http://support.noted.com/en/articles/3404655-administration-client-search.md): Reviewing Team Access for clients
- [Merge duplicate clients](http://support.noted.com/en/articles/8594311-merge-duplicate-clients.md): What to do if you have duplicate clients
- [Assigning services and setting up working hours for a user](http://support.noted.com/en/articles/4464728-assigning-services-and-setting-up-working-hours-for-a-user.md): Assign services to a user or set up a user's work hours
- [Configuring users as ACC providers](http://support.noted.com/en/articles/8673744-configuring-users-as-acc-providers.md): Enable users to invoice ACC billing
- [Creating and managing Noted ID Users](http://support.noted.com/en/articles/3184339-creating-and-managing-noted-id-users.md)
- [Deleting/Suspending Users](http://support.noted.com/en/articles/15498674-deleting-suspending-users.md)
- [Privileges and features](http://support.noted.com/en/articles/4464721-privileges-and-features.md): What do the privileges and features mean?
- [Creating and editing roles](http://support.noted.com/en/articles/10349904-creating-and-editing-roles.md): Roles allow you to set multiple users’ privileges along with their access to features within Noted
- [Creating and editing a team](http://support.noted.com/en/articles/3404656-creating-and-editing-a-team.md): Setup and manage Teams to appropriately share confidential client records
- [Team access controls \(TAC\)](http://support.noted.com/en/articles/3404662-team-access-controls-tac.md): Set record visibility with TAC
- [Team administration](http://support.noted.com/en/articles/13221357-team-administration.md): Reassigning bulk records from one user to another
- [Managing tags](http://support.noted.com/en/articles/4098857-managing-tags.md): Tags provide a powerful tracking tool for your organisation
- [Managing status changes](http://support.noted.com/en/articles/4098862-managing-status-changes.md): Accurately record the reason a client changes between active and inactive states
- [Editing required fields](http://support.noted.com/en/articles/4098866-editing-required-fields.md): Specify what client information is required
- [Data visibility](http://support.noted.com/en/articles/9839948-data-visibility.md): Customise and manage what your users see on their screens
- [Managing record categories](http://support.noted.com/en/articles/4098871-managing-record-categories.md): Add and customise your record categories
- [Client invite email customisation](http://support.noted.com/en/articles/4098872-client-invite-email-customisation.md): Customise the content of your invitation to clients
- [Creating Letter Templates](http://support.noted.com/en/articles/4098873-creating-letter-templates.md): Create presets and templates for letters
- [Managing Relationship types](http://support.noted.com/en/articles/4098879-managing-relationship-types.md): Customise the relationship types for your organisation
- [Scheduling notifications](http://support.noted.com/en/articles/4098883-scheduling-notifications.md): Manage when client notification emails for appointments get sent
- [Assigning tracking forms](http://support.noted.com/en/articles/4495618-assigning-tracking-forms.md): Assign tracking forms to Teams and reduce clutter for users
- [Managing outcomes and outcome reasons](http://support.noted.com/en/articles/4098889-managing-outcomes-and-outcome-reasons.md): Track the work being done with clients towards predetermined outcomes
- [Accessing and updating your subscription information](http://support.noted.com/en/articles/3404674-accessing-and-updating-your-subscription-information.md): Access and update your billing information, change your subscription package, manage add-ons and view historic invoices

## Noted IDs

- [What is a Noted ID?](http://support.noted.com/en/articles/8673508-what-is-a-noted-id.md)
- [Idle session timeout](http://support.noted.com/en/articles/8701376-idle-session-timeout.md): The length of time Noted can be left open and idle
- [Multi-factor authentication requirements for your organisation](http://support.noted.com/en/articles/12015452-multi-factor-authentication-requirements-for-your-organisation.md): MFA is now required for all organisations as of 18 March 2026
- [Setting up a Noted ID](http://support.noted.com/en/articles/11829368-setting-up-a-noted-id.md)
- [Resetting a Noted ID password](http://support.noted.com/en/articles/12046637-resetting-a-noted-id-password.md)
- [Update user details](http://support.noted.com/en/articles/12046745-update-user-details.md)
- [Switching between users](http://support.noted.com/en/articles/12177569-switching-between-users.md)
- [Multi-factor authentication recovery codes](http://support.noted.com/en/articles/14081774-multi-factor-authentication-recovery-codes.md): Recovery codes are used to login in the event access is lost to an authenticator app.
- [What is multi-factor authentication \(MFA\)?](http://support.noted.com/en/articles/14234058-what-is-multi-factor-authentication-mfa.md)
- [Resetting Noted ID Multi-Factor Authentication](http://support.noted.com/en/articles/14695023-resetting-noted-id-multi-factor-authentication.md): Getting access to Noted while having authentication app issues

## Data Discovery

- [DD Report builder - team pathway view release comparison](http://support.noted.com/en/articles/12386702-dd-report-builder-team-pathway-view-release-comparison.md)
- [DD Report builder - activities view release comparison](http://support.noted.com/en/articles/12386707-dd-report-builder-activities-view-release-comparison.md)
- [DD Deep view release comparison](http://support.noted.com/en/articles/12525731-dd-deep-view-release-comparison.md)
- [Data Discovery Report builder - requests view release comparison](http://support.noted.com/en/articles/12721814-data-discovery-report-builder-requests-view-release-comparison.md)
- [Data Discovery Report builder - financial pathway release comparison](http://support.noted.com/en/articles/12805070-data-discovery-report-builder-financial-pathway-release-comparison.md)
- [Snapshot release comparison](http://support.noted.com/en/articles/12987471-snapshot-release-comparison.md)
- [Data Quality release comparison](http://support.noted.com/en/articles/12987489-data-quality-release-comparison.md)

## Linking your school management system \(SMS\)

- [Setting up KAMAR with your Noted Account](http://support.noted.com/en/articles/3659261-setting-up-kamar-with-your-noted-account.md): How to setup KAMAR’s directory services with Noted for up to date and accurate student information
- [Syncing Noted with other SMS](http://support.noted.com/en/articles/3659278-syncing-noted-with-other-sms.md): How to setup a reliable sync with your SMS

## HISO standards

- [HISO Ethnicity Standard](http://support.noted.com/en/articles/8803298-hiso-ethnicity-standard.md)
- [HISO Gender Standard](http://support.noted.com/en/articles/8803342-hiso-gender-standard.md)

## Changes to Noted

- [Client contact fields have moved](http://support.noted.com/en/articles/14604407-client-contact-fields-have-moved.md): The client email and phone number fields can now be found under Personal details
- [Required client key worker update](http://support.noted.com/en/articles/15352061-required-client-key-worker-update.md): Client key worker requirement now only affects active clients
- [Key workers on whanaunga āwhina](http://support.noted.com/en/articles/15416163-key-workers-on-whanaunga-awhina.md): Key workers can now be added directly to whanaunga āwhina
- [Client tag administration has moved](http://support.noted.com/en/articles/15526825-client-tag-administration-has-moved.md): Tags now have their own top level administration page
- [Tags on whanaunga āwhina](http://support.noted.com/en/articles/15526879-tags-on-whanaunga-awhina.md): Tags can now be added directly to whanaunga āwhina