Once a custom note type is created, it can be edited to meet the changing needs of the practice. Users with the System Admin role can edit a note type, regardless of who created it. Providers can edit note types they created.
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Navigate to Note Types
- Hover over the User icon in the upper right corner and select My Settings. The My Settings window opens.
- Click Note Types. The Note Types page opens.
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Edit a Custom Note Type
- Click the name of the custom note type you want to edit. The Note Type Details window opens.
- Click Edit in the upper right corner. The Create Note Type window opens.
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Enter desired changes to the note type:
- Enter a new name for the note.
- To rename a section, click the edit icon. The Edit Section window opens. Enter the new section name and click Save.
- Click the trash icon to remove a section from the note.
- Click and drag the bar on the left of the section name to reorder the list.
- To add a new section, click +Add Section. The Add New Section window opens. Click the plus icon in each section you want to add to the note.
- Click Save when finished.
Updates made to a note that was previously saved but not published will be accessible to the note owner only. A previously published custom note type is re-published with the latest changes.
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