Monitor and document your interventionsUnited States
2 min read
suividocumentationhistoriquenotesorganisation
Summary
Keep track of your exchanges for better follow-up.
Why document?
Documentation helps you to:
- Ensure quality follow-up
- Remember details
- Improve your practice
- Manage potential claims
Dashboard
Overview
- Ongoing interventions
- Past interventions
- Evaluations received
- Revenue generated
Details by intervention
- Date and duration
- Client (first name)
- Topic discussed
- Personal notes
Taking notes
During the exchange
- Key points discussed
- Client questions
- Advice given
- Resources shared
After the exchange
- What worked well
- Points to improve
- Necessary follow-up
Private notes vs messages
Private notes
- For you only
- Not visible to the client
- Stored securely
Messages
- Visible to the client
- For follow-up and resources
- Kept in the history
Export and statistics
Exportable data
- Intervention history
- Revenue by period
- Performance statistics
Formats
- PDF for archiving
- CSV for analysis
Frequently Asked Questions
Les clients voient-ils mes notes ?
Non, les notes privées ne sont visibles que par vous. Seuls les messages envoyés sont partagés.
Combien de temps sont conservées les données ?
L'historique est accessible pendant 3 ans, conformément à nos obligations légales.
Puis-je supprimer une intervention de mon historique ?
Non, l'historique est conservé pour la traçabilité, mais vous pouvez supprimer vos notes privées.