Note types help your team understand a note at a glance. You choose the type from the chip at the bottom of the note editor.
For most notes, the type is mainly an organisational label. Notes still draft and publish the same way regardless of type. The main exception is Diagnosis, because it is tied to diagnosis codes and adds an extra confirmation before publishing.
Changing the type does not change where the note appears later. Filing still comes from the note's patient, booking, purchase, plan, or lab-order context. See Context Links.
Note
The default type for everyday internal notes.
Documentation
Use this for visit notes or workflow documentation that should read like a formal clinical record.
Fact
Use this for stable information you want easy to find later.
Opportunity
Use this for a possible next step, recommendation, or follow-up idea.
Diagnosis
Use this when the note should carry diagnosis codes.
- Adding the first diagnosis code switches the note type to Diagnosis automatically.
- Publishing a diagnosis note asks for confirmation before saving it to the record.
- Removing diagnosis codes later does not switch the type back automatically.
Changing the Type
You can change the type at any time from the type chip in the note editor.
It is worth checking the type before you publish, especially if the note changed purpose while you were writing it.
Practical habit
- Leave the default Note type in place when you just need a normal internal note.
- Pick Documentation for visit or workflow records.
- Pick Fact for stable reference information.
- Pick Opportunity for a follow-up idea or recommendation.
- Let Diagnosis be reserved for notes that actually carry diagnosis codes.