Selecting a Note Type
Written by Amelia Boyer
Updated at February 10th, 2025
Table of Contents
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:
Step-By-Step Tutorial: Selecting a Note Type
- Navigate to a patient profile
- Select where you need to input a note
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Select to add a note
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Open the drop-down to select your note type
