Client management features
Client search
Search by a variety of criteria for clients already entered into your database, including inactive clients.
Client overview
A configurable client overview screen allows a worker to get a quick snapshot of their client before an appointment.
Client invite
Workers can send new clients an email invitation to fill in basic details about themselves, this feeds straight into Noted, ready for their first session.
Client banners
Add, update and quickly view a client’s alerts, allergies and goals.
Client tags
Create custom client tags to categorise and report on clients.
Relationships
Link clients together within Noted and indicate their type of relationship. Custom relationship types can be added to the default options.
Key workers
Assign one or more of your staff as a key worker for a client. Assigned key workers are displayed on the client’s overview screen, can be reported on, and used to generate client lists.
Reminders
Workers can set reminders for themselves against a client which are displayed on the worker’s dashboard as well as in the client’s records list.
