Why not use both Copytalk Legacy and Copytalk Forms integration
Please keep the legacy integration, we use it a lot.
While talking with Copytalk, they mentioned that the legacy integration, where the notes show up on the home page is likely going to be removed by Redtail at some point. This is super helpful for our office because it allows us to go in and edit the notes before we save it to a client's profile.
The new integration, Copytalk forms, is convenient because it uploads directly to the client's profile, but it does not allow for us to edit once its saved as a note. It would be nice if we could choose which integration we wanted, or have the ability to do both. If I have a quick phone call, I may want to use the forms integration whereas if I have an appointment with a lot of moving parts, I may want to use the legacy integration.
At a minimum, having the ability to edit notes (regardless of the integration type) is essential, allowing the end user to correct any typos or garbled sections.
From a compliance standpoint, logging those changes and having a report available to "Changes" (similar to the one for Deleted Notes) should be sufficient.
Janine Gieck commented
I agree that having Redtail automatically post notes and I cannot decide where they need to go and be able to edit them would be bad. It is already a problem that when the notes post to RT with the Legacy process they do not have any of the emailed features our reps use like bold or underline directions and it also does not show when the typist says the message was garbled or they could not understand so that we know that some text is missing.
Kenny Weiss commented
I was not aware that this was the case. We just started using CopyTalk Legacy and having the ability to custom categorize incoming notes is helpful.
Our office has an older advisor who is not great with technology. He takes all his notes via CopyTalk and then once the transcriptions come in, our admins create a note and categorize them in the right profile.