Adding New Note Topics

Click on the Notes Button on the View Client Screen.  Or, you can click on the Notes Bar on the View Client Screen. Then click on the next to the Note Topics Screen Title.

Overview

When you're adding a topic, you can choose from a drop down list of topics topics or you can type one in freeform.

The drop down list is created and maintained by the System Administrator by clicking on Admin | Maintain Abbreviations | Note Default Topic in the Desktop Version.

Adding A New Note Topic on a typical 10 Inch Tablet

Topic

You can use a topic from the drop down list by clicking on the down chevron or

Select From List

you can type in a free form topic.  Using the drop down list allows you to standardize the topics.

See Also

Modifying Existing Topics

Adding A New Note To A Topic

Modifying An Existing Note

Deleting An Existing Note