You can configure Note Types for Progress Notes, Client Notes, and Employee Notes in Scheduling Settings under Schedules.
Add a Note Type
- Navigate to Schedules>Scheduling Settings>Note Types.
- Note Types can be filtered by Category Type by clicking on the icon.
- Click + Add New Note Type.
- In the resulting new row, enter a Name and select a Category.
- 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.