Notes data model

The notes data model shows how the data sets in the Notes folder relate to one another. The data model determines the report behavior you can expect to see when you use the data sets to create reports.

Data model

Notes data model diagram

At the center of the diagram, you see the Individual Demographics data set. This data set represents the client.
Remember: Notes is the primary data set. You must use data items from this data set when you join Notes data sets in reports. The report displays a single row for each join.
Table 1. Notes data sets and their relationships
Data set relationship Description Report behavior
Individual Demographics ←→ Notes
  • A client has zero or more notes.
  • The note is associated with one client.
  • A single row displays for each note recorded for the client.
  • If a client has no notes, the Notes data items display empty cells.
Individual Demographics ←→ Care Team
  • A client has zero or more care team members.
  • The care team is associated with one client.
  • A single row displays for each care team member for the client.
  • If a client has no care team members, the Care Team Member data items display empty cells.
Care Team ←→ Primary Care Team Member
  • A care team member is or is not a primary care team member.
  • A single row displays for each primary care team member.
  • If a care team member does not fulfill the primary role on the care team, the Primary Care Team Member data items display empty cells.
Notes ←→ Individuals in Programs
  • A note has zero or more associated programs.
  • A program is associated with zero or one note.
  • If a client is associated with one or more programs, a single row displays for each program.
  • If a client has no associated programs, the client is not shown in the report.
Notes ←→ Users
  • A user is associated with zero or more notes.
  • A note is associated with one user.
  • If a user is associated with one or more notes, a single row displays for each note.
  • If a user has no associated notes, the Notes data items display empty cells.
Notes ←→ Individual Tags
  • A note is associated with zero or more individual tags.
  • An individual tag is associated with one or more notes.
  • If a note is associated with multiple individual tags, a single row displays for each record.
  • If a note has no associated individual tags, the Individual Tags data items display empty cells.
Notes ←→Note Comment
  • A note has one or more comments.
  • A note comment is associated with one user.
  • A single row displays for each note comment.
    Note: The first comment associated with a note is the note text. Subsequent comments added to the note are displayed in separate rows.
Notes ←→ Individual Identification
  • A note is associated with zero or more individual identifications.
  • An individual identification is associated with one or more notes.
  • If a note is associated with multiple individual identifications, a single row displays for each individual identification.
  • If a note has no associated individual identifications, the Individual Identification data items display empty cells.