| Item | Explanation |
|---|---|
| Policy Notes | A note must be made whenever there is an interaction with a policy holder. |
| Date | The date the note is made |
| Reference | There is a list of references you can select from when making your note. |
| Policy ID | This is the policy number. The client can have more than one policy number. The Policy ID helps us distinguish between policy notes. |
| Note | This is wear you make your notes regarding your interactions. |
Please refrain from using negative language like client was rude. The notes are a clinical summary of the interaction.
Our notes can be submitted to the ombud or Guardrisk as part of any complaint or query for this reason they must be formal and accurate.
