Faster note taking and record keeping
Record encounters with individual clients, groups or whānau using custom forms that accurately capture the work you do.
Note taking
Take comprehensive client notes and record quantitative data with intuitive forms that reflect the type of care you deliver.
Client records
Record highly detailed information in a standardised format which informs best practice and maintains safety for both worker and client.
Group records
Record group sessions with multiple clients, track attendance and simply capture session notes that automatically populate each attending client’s own records list.
Whānau records
Link whānau members together and appropriately record information on both the wider whānau and individual members within a single whānau session.
Client information all in one place
Noted has taken a fresh look at what a client management system should be and created a unique solution that allows you to work better than ever.
Client overview
Easily access client information and previous records in a configurable client overview screen, quickly viewing a snapshot of the client data before an appointment.
Client invite
Send new clients an email invitation to fill in basic details about themselves straight into the Noted system, ready for their first session.
Tracking forms
Easily record and review client progress on specific measures. These are customisable forms that retain their history as new entries are recorded.
Document management
Store documents against a client’s profile or specific records, drag and drop PDFs, images and videos.
Seamlessly link your systems together
Create faster team workflows and organisation-wide efficiencies with Noted's integration options.
Noted API
Noted’s RESTful API allows for integration with other interoperative systems.
PRIMHD
Submit the required information for PRIMHD reporting straight to the Ministry of Health from within Noted.
ACC billing
Indicate when clients are provided a service covered by ACC. Create and submit invoices directly to ACC from within Noted.
School management systems
Automatically synchronise student profile information in school management systems such as Wonde, KAMAR and Edge with Noted.
Make the most of your resources
Schedule the delivery of complex services with the ability to book multiple staff, spaces, and other resources.
Resource management
Manage workers’ hours, services and physical resources like cars or rooms, with easy configuration to suit your organisation.
Appointment booking
Create appointments for clients and book the resources required for the service. Notifications are configurable and can be automatically sent to the client’s email upon appointment creation, rescheduling, or cancellation and more.
Availability
Use the calendar to view and update selected workers’ and spaces’ availability and upcoming appointments, allowing you to work more efficiently and make best use of your valuable resources.
Meet with more clients remotely
Deliver online client appointments via video calling directly within the Noted system.
Online client sessions
Create a secure online video call link to meet with clients remotely, directly within Noted’s Scheduling feature.
Telehealth record keeping
Update client records and notes during the secure telehealth appointment.
Simple client access
Clients do not require specific software or an account to meet with you through Noted’s telehealth video calls. Clients are provided a unique video call link via email for their appointment.
Note: Telehealth is available for additional subscription pricing per user, per month.
Your privacy and security are assured
Control who has access to your client data and keep sensitive information private.
Teams
Create teams of workers to ensure they have appropriate access to sensitive information.
Client access
Restrict a worker’s access to all of a client’s information. Providing assurance to whānau of staff (as an example) that their privacy will be protected.
Record access
Grant or deny workers’ and teams’ access to sensitive client records. An access override privilege can be applied to specific workers which offers auditable emergency access to information.
Easily extract and report on client data
Extract and measure your client data with simple reporting.
Insights
A simple visual representation of your active clients including breakdown of gender, age and client tags currently in use.
Reports
Create specific queries of your database, filter and specify the information you want included in a data export. Reports are generated as .CSV files. Create and save reports to re-run in the future. Saved reports can be copied, shared with other workers or kept private to one worker.
Outcome tracking
Report on the effort spent towards specific client outcomes and their achievement.
Advanced business intelligence
Measure your impact on the health and wellbeing of your community and inform funder and organisational decision making.
Data Warehousing
Data Warehousing syncs all of your data into a secure data vault and aggregates this to provide clear and meaningful insights in the form of dashboards.
Funder reporting
Qlik dashboards are highly configured to suit your funder reporting requirements.
Client and whānau reporting
Easily view demographic and relevant data about the people you serve in your community.
Data quality control reporting
Give supervisors a tool to check that accurate data is being recorded by your teams.
Note: Data Warehousing is available for additional subscription pricing per user and base set up fee.