Notes

Access: Admin Only

Overview: How to create note types.

Notes pertaining to specific note types can be left on the Establishment, Contact and Provider profiles.

To create note types, first click the 'Account' tab on the main navigation bar and click Settings.

On the menu on the left, click Notes.

Click the green Create note type to add a new note type.

Enter the name of your note type and click Save. 

To add a note to an establishment, take a look at the knowledge base article Establishment Notes. Adding notes to Contacts and Provider profiles follows the same process.