Default note types

Note: Private and Private To Role notes types are hidden by default. So if you configure this note type to be shown, you must show the Private Note summary card also. For more information, see Modifying summary cards.

Note types for Services and Barriers can’t be shown or hidden. Team members can’t add a note with the note type Services or Barriers. When team members add a note for a service, the Note Type is set to Service. When team members add a note for a barrier, the Note Type is set to Barrier. You can configure note sharing options, associate an external system reference, and configure Barrier and Service note types so that team members can edit them.

By default, the Touchpoint note type is always shown and cannot be hidden.

By default, the Form note type is always shown and is only available for use with families. The reason is that a care team member can’t conduct a stand-alone questionnaire with a client and add a note of type Form to that questionnaire. As a result, ensure that the Form note type is set to hidden when you are working with clients.