12/9/2016 0 Comments
Early this year, I purchased an iPad Pro and Apple Pencil - figuring that I needed to trial these new products, to determine whether it is worth recommending them to others.
I really didn't think that I needed this new iPad. I loved the idea of the Apple Pencil, but worried that I wouldn't make enough use of it to justify the cost. I was wrong!
I very quickly fell in love with my iPad Pro and Apple Pencil, using them every day to take client notes and draw diagrams for classes. I have the larger version of iPad Pro, and love its size as well. I love looking at photos on its stunning screen.
My app of choice for hand-writing my client notes on my iPad Pro is Evernote.
All my client notes are in a 'Client Notes' Notebook in Evernote, meaning that these Notes are accessible from all of my devices - iPhone, iPad, iMac, Macbook, Windows laptop, and Android device. (Yes, I have all of these! Crazy, I know). I can view notes in alphabetical order, date created or updated order, and I can even search for words or phrases in these hand-written notes. Yes, Evernote can recognise text in handwritten notes and images.
(If you want to find out more about Evernote, we have a class for that - click here for details! If you can't get to iTandCoffee, but are interested in this class, we have an online video of the class - here are details of how to access this Evernote class video)
I find being able to hand-write notes during appointments with clients is so much more natural (and less 'obtrusive' during the appointment) than typing. The ability to describe what I am teaching with diagrams is also an amazing aid. 'Rubbing out' mistakes makes it easy to keep my notes nice and tidy, and I can even add colour and highlighting to emphasise areas of the notes. At the end of the appointment, I print and/or send the notes to the client - something that my clients have loved.
Now, all of my client 'files' are paperless and accessible from any device, and from anywhere.
Using the iPad Pro and Apple Pencil to fill in standard forms during client visits
Since falling in love with my own iPad Pro and Apple Pencil, I have shown many professional clients how this combination of Apple technology can be an amazing tool for capturing their own client notes - notes from consultations that might otherwise be hand-written on paper and filed manually.
Many clients I speak to have a standard form that they fill out during client consultations - and this is something that they would need to replicate on the iPad Pro for it to really work for them as a pen and paper replacement.
The good news is that this is absolutely possible.
Unfortunately, Evernote doesn't currently provide a suitable capability to write on a pro-forma PDF or image, but there are definitely other excellent apps that can be used to achieve this. (I must say that I am hoping that Evernote incorporates this capability one day soon.)
My app of choice for this purpose is Notability, which lets you import or open an existing PDF or image, save as copy and then 'write on' the PDF or image.
It can sync with Dropbox and Google Drive, so this gives you easy access to the files you create and annotate in Notability from any device that is also connected to these cloud storage products.
Notability can be downloaded from the App Store on your iPad or iPhone, and costs $12.99. On your iPhone, so you can 'scribble' on documents using your iPhone and a standard stylus. If you have a Mac, you can purchase Notability Mac from the Mac's App Store for $9.99.
For those who don't have Dropbox or Google Drive, Notability files can sync between your Apple devices using iCloud.
Will my confidential data be safe?
Storing any data in 'the cloud' can come with its risks. It is essential that any account you set up has a strong password, one that is different to any password that you use for other online accounts.
Personally, I would never store any information with a 'cloud storage' service (eg. Dropbox, Google Drive, iCloud, OneDrive, Evernote, etc) unless the provider of that storage offers 'two step verification' (also known as 'two step authentication'). This applies to both my personal and business data.
Here is another iTandCoffee article about the topic of passwords and two-step verification - with information about how to set up two-step verification for the major 'cloud storage' providers.
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