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EMR - Selecting a Note Type

Written by Amelia Boyer

Updated at February 10th, 2026

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Table of Contents

Selecting a Note Type Video Tutorial: Step-By-Step Tutorial: Selecting a Note Type

Selecting a Note Type

Note Types are a required field when creating a note. They are intended to help categorize different types of notes. You can also use them to dictate who can see the note when it’s in a location where other users have access.

Video Tutorial:

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Step-By-Step Tutorial: Selecting a Note Type

  1. Navigate to a patient profile
  2. Select where you need to input a note
  3. Select to add a note
     
  1. Open the drop-down to select your note type
     

 

note note type soap note

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