Note Type List Filter Overview

When adding a note using Select Other Note in the workflow or via the Note Viewing +Add button, the Note Type field must be completed.

The note type and note title will display as headings in the patient’s clinical note, allowing the note to be easily identified later.

In the Note Type List Filter the following options can be selected:

•  All – every note type will display in the Type dropdown.
• Position – limited note types will display in the Type dropdown (for most positions this list is not useful).
• Personal – a custom list display in the Type dropdown. To set this up go here: Personal Note Type List set up page.