Case Notes
Quicker to capture and always up-to-date, leading to happier clients and more referrals
Ben
Last Update 2 ปีที่แล้ว
How much time does your team spend on case notes on average? Not only can it take a long time – sometimes they are not updated regularly enough, leading to essential information about clients falling through the cracks.
FieldWorker leverages technology to make case notes fit your busy schedule
Voice-to-text for quicker case notes
Don't have time to sit down and type out an update? No problem. We've included cutting-edge voice-to-text technology in our app, meaning you can dictate your case notes, check over the transcription, and continue with your day.
Flexibility to suit your needs
By being able to dictate case notes, it's much easier to keep records up-to-date. Indeed, you can even make quick updates in between visits outside of the office. Prefer typing? Go for it! You can also type up case notes in our app too, meaning you don't have to wait to get back to your desk to write updates.
Better case notes means happier clients
Any time you save on updating case notes, you can spend with your clients. Plus, with reliably up-to-date records, you can always be assured that you have all the information you need to progress with them. That means happier clients – who are more likely to refer others to your agency.
Update Case Notes by Voice
Voice-to-text technology allows you to dictate updates to your case notes, making it quicker than ever before to make updates while on-the-go.
Your team will be able to see any updates in real-time, so you all have access to the most current info on every client.
You can update notes using the mobile app or the web, giving you flexibility and ability to keep up-to-date from the field or from the office.
You will always be able to rely on your case notes, giving you what you need to work with your clients and meet their goals.