? Overview

Note Categories help organize resident notes and allow staff to quickly select the appropriate type when documenting. These categories appear as a dropdown selection when creating resident notes.

? Where to Find Note Categories

From the Facility Menu:

Administration → Note Categories

➕ Create a New Note Category

  1. Go to Administration → Note Categories
  2. Click Create New
  3. Enter the category name (example: Progress Note, Behavior, Incident Follow-Up)
  4. Click Save

✏️ Edit or Delete an Existing Category

  1. Go to Administration → Note Categories
  2. Locate the category you want to update
  3. Click Edit next to the category
  4. Make your changes or choose to delete the category
  5. Click Save to apply changes

? How Note Categories Are Used

When staff create a resident note:

  • The Note Category will appear as a dropdown option
  • This helps keep documentation consistent and organized

? Important

  • Changes to Note Categories will apply to all users
  • Be sure categories are clearly named so staff can easily select the correct one

? Tip

Start with a few simple categories, such as:

  • Progress Note
  • Behavior
  • Incident Follow-Up
  • General Note

You can always add more as your facility grows.