Edit a Note Type

To edit a note type, select the name of the note type or, select the three dots to access the drop-down menu, then select Edit. This will take you to a page where you can edit the note type. 

Note: Modifying an existing note type will only affect new notes going forward. Previously created notes of that type will not be affected and cannot be updated to the new version of the note type.

Note type can be modified in many ways, including:

  • Changing the name
  • Adding or removing the text area
  • Adding or removing the ability to attach documents
  • Change whether a note type can be signed
  • Changing the field type
  • Changing the input field name 
  • Reordering or deleting an input field
  • Add or modify available options for a single selection or multiple selection field types
  • Selecting an input field as required

When you are done editing, select Save. The new version of the note type will be available for all Therapists and Clinic Admins to now use.

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