Note Types

Note: Prior to using this feature, the system setting, "Allow Multiple Note Types." (Notes folder) must be set to "True" (Enable).

Each Note now has a Note Type button that allows a user to select multiple Note Types. If a Note Type has a template associated with it, each Note Type's template will be added to the Note.

Adding Multiple Note Types

When creating or appending a Note:

• Click the Note Type button.
• A list is presented that allows users to select the Note Type. These can be individually selected by placing a check mark opposite the type to be included  OR (in rare instances) you can select all of the types listed by placing a check mark opposite the Type field at the top of the screen.
• Once you have made your selections, click Save.
• When the Note returns, the Note Types selected are displayed at the top of the screen.

Changing or Removing Note Types

• Click on the Note you wish to make changes to.
• Next, click Append / Attach (for a policy) or if it is a claim, click the pencil icon next to the note.
• When the Note displays, click the Note Type button to display the list of Note Types.
• To remove a Note Type, click opposite the field containing the check mark.
• To add a Note Type, place a check mark opposite the type to be included.
• Once you have made your selections, click Save.
• When the Note returns, the Note Types selected are again displayed at the top of the screen.