Creating New Note Types
Written by Amelia Boyer
Updated at February 3rd, 2025
Table of Contents
Creating New Note Types
This is only accessible by the Account Owner and Provider Admin Users
Note Types are a required field when creating a note and are used by provider users to organize and filter different kinds of notes. Currently, they are only intended to help sort/filter Notes.
Video Tutorial:
Step-By-Step Tutorial:
- Navigate to the Admin tab
- Select the Notes down arrow
- Select Note Types
- Select Add
- Input the name and description of the note type
- Select the Privacy Level of the note type
Note: currently the only area where this applies to will be the referrals section. Similar to legacy where you could add a general note or an admin note
- Select OK
