Case recording
Fiona has continued to keep hand written notes of her client meetings in her diary and not updated the client records system.
A few months later Fiona is off work for several weeks due to ill health and her colleagues notice that there are no records of her client meetings. If you were Fiona what would you do?
Please listen to the audio content and decide what to do from the available options.
What's your next step?
Option 1: Fiona tells her colleagues that there are hand written notes in the file and that they haven’t looked properly.
Option 2: Fiona accepts that she has not followed the case recording policy correctly and agrees to undertake time management & case recording training.
Option 3: Fiona tells her colleagues that she has been very busy and has tried her best.