Notes data sets

The Notes folder contains data sets that you use to create note reports.

Note: Notes is the primary data set in the Notes folder. You must use data items from this data set when you join data sets in note reports.

The Notes folder contains the following data sets:

Notes: This data set groups data items that relate to a client's note information.
Note Comment: This data set groups data items that relate to comments recorded for the note.
Individual Demographics: This data set groups data items that relate to client's demographics data such as their name, marital status, and gender. In addition, this data set groups a client's preferred or most recently updated address, phone number, and email address data.
Individual Identification: This data set groups data items that relate to client's identification types such as their Employee ID or passport, and the number associated with the identification type.
Individuals in Programs: This data set groups data items that relate to a client’s programs such as the program name, program status, and the date and time from which a program is in a status.
Care Team: This data set groups data items that relate to a client's care team members and their role in the care team. If you want to identify the care team member who added the note, use this data set with the Users data set in reports. If additional roles are added for a care team member who is already on the client's team, their previous role is end dated and a new instance of that role is created with a new start date.
Primary Care Team Member: This data set groups data items that relate to members of the client's care team who are responsible for the client’s care plan and programs.
Primary Care Team Member: This data set groups data items that relate to members of the client's care team who are responsible for the client’s care plan and programs.