Required Items for Higher-Quality File Notes
Required Items is a powerful feature designed to help you create more comprehensive and consistent file notes. This guide will walk you through how to use this feature and why it's beneficial for your practice.
Required Items allow you to specify essential elements that should be included in every file note for a specific template. This ensures that all crucial information is captured consistently across your practice.
Customisable for Different Scenarios: Required Items are template-specific, allowing you to tailor them for different types of client interactions.
Automatic Alerts: Claras will notify you of any missing items, helping you quickly identify and address gaps in your documentation.
Quality Assurance: Ensures your file notes are comprehensive and contain all vital information, particularly useful for larger practices to maintain consistency across advisers.
Log in to your Claras account at https://claras.ai/login.
Navigate to the template you want to modify.
Look for the "Required Items" section within the template settings.
Add your essential items to the list. Common examples include:
When creating a new file note, Claras will automatically check for the Required Items you've set up.
If any items are missing, you'll see an alert in the "Heads up!" section of your note.
You can immediately edit your file note to add any missing information.
Save your updated note to ensure all required items are included.
- Regularly review and update your Required Items to ensure they align with current compliance requirements and best practices.
- Use this feature to standardise note-taking across your practice, especially if you have multiple advisers.
- Balance comprehensiveness with efficiency – include essential items without overcomplicating the process.
If you have any questions about using the Required Items feature or need assistance setting it up, please don't hesitate to contact our support team. We're here to help you make the most of this new feature and enhance your file note process.
What are Required Items?
Required Items allow you to specify essential elements that should be included in every file note for a specific template. This ensures that all crucial information is captured consistently across your practice.
Key Benefits
Customisable for Different Scenarios: Required Items are template-specific, allowing you to tailor them for different types of client interactions.
Automatic Alerts: Claras will notify you of any missing items, helping you quickly identify and address gaps in your documentation.
Quality Assurance: Ensures your file notes are comprehensive and contain all vital information, particularly useful for larger practices to maintain consistency across advisers.
How to Use Required Items
Setting Up Required Items
Log in to your Claras account at https://claras.ai/login.
Navigate to the template you want to modify.
Look for the "Required Items" section within the template settings.
Add your essential items to the list. Common examples include:
Using Required Items in Your Workflow
When creating a new file note, Claras will automatically check for the Required Items you've set up.
If any items are missing, you'll see an alert in the "Heads up!" section of your note.
You can immediately edit your file note to add any missing information.
Save your updated note to ensure all required items are included.
Best Practices
- Regularly review and update your Required Items to ensure they align with current compliance requirements and best practices.
- Use this feature to standardise note-taking across your practice, especially if you have multiple advisers.
- Balance comprehensiveness with efficiency – include essential items without overcomplicating the process.
Need Help?
If you have any questions about using the Required Items feature or need assistance setting it up, please don't hesitate to contact our support team. We're here to help you make the most of this new feature and enhance your file note process.
Updated on: 12/08/2024
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