Creating New Note Types
Please note, you may not have access to Healthy Roster 2.0 at this time, we will begin releasing in phases and notify your account owner when you can expect it. This feature is only available for 2.0.
2.0 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.
- 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