Case recording
Fiona has kept hand written notes of her client meetings with the intention of updating the client records system.
After a few months Fiona realises that she hasn’t had time to input this information into the client records system. If you were Fiona what would you do?
Please watch the video content and decide what to do from the available options.
What's your next step?
Option 1: Fiona continues to write the notes in her diary and place them in the paper case files instead of electronic system.
Option 2: Fiona brings this to her line manager’s attention for advice on what to include in the case recordings and how to avoid the situation in the future.
Option 3: Fiona recognises that this will be a difficult task and doesn't backdate the records but start to keep up to date records from now on.