How do I create/edit Note Types?

You can configure Note Types for Progress Notes, Client Notes, and Employee Notes in Scheduling Settings under Schedules.

Add a Note Type

1. Navigate to Schedules>Scheduling Settings>Note Types.                                                                  
   
2. Note Types can be filtered by Category Type by clicking on the  icon.
   
   
   
   
3. Click + Add New Note Type.
   
   
   
4. In the resulting new row, enter a Name and select a Category.
   
   
   
   
5. Click Save.

Edit a Note Type

Click Edit to update the Name of a Note Type.

If I change the Note Type name, it will update throughout the system in existing Notes of that Type.

Note Type Permissions

For every Note Type created, there will also be a pair of ACLs created (unchecked by default) to allow control of view and add permissions. These are added to the Journal folder of every role. 

Learn more

• How do I view/add notes for a Client/Visit/Employee (web)?