Sort Notes That Help the Team
Sort documentation details into useful follow-up, outcome, privacy-risk, and noise categories.
Sort each note detail by how it should be handled. Useful follow-up signal Outcome or evaluation signal Privacy risk unless necessary Noise or judgment Client chose Tuesday 9 a.m. call to complete family intake Food pantry referral failed because photo ID was required Neighbor says client is known as Big Mike on the block Client is lazy about appointments Client gave permission to call pharmacy about copay change Referral connected: rental-assistance appointment scheduled for June 30 Detailed conflict with sister unrelated to the current referral Client had a bad attitude today
Sign up free — one personalized lesson every day, matched to your role and goals.
Already have an account? Sign in