"How do I create a new note type to use for a Caregiver?"
To create a new Note Type:
1. Click Admin - Setup - Note Types.
- It is important to note that Note Types are simply the TYPE of Note you will be using in your system (I.E. Housing, Recruiting, Absent/Tardy, etc.), not the actual Notes themselves.
2. Click New Note Type.
3. Type the Name of the Note- If this Note will be used immediately you can make the status:Active.
4. Click OK.