How to Create and Manage Note Types in Shortcuts

Creating a New Note Type

1. Access the Configuration Settings:

   • Open the Setup menu on the right-hand side of the screen.
   • Click Configuration.

2. Navigate to Visit Note Types:

   • Select General from the menu on the left side of the screen.
   • Scroll to the bottom using the green arrow and click Visit Note Types.

3. Add a New Note Type:

   • Click New to create a new note type.
   • Enter a name for the note type and click Done to save.

4. Customize Your Note Type:

   • Add a description for clarity.
   • Choose a tab position for the note type.
     • Note: Existing visit notes are locked to the first tab position. Additional note types can start from position 2 onwards.
   • Press Save to finalize your changes.

Adjusting Security Permissions

1. Access Security Settings:

   • In the left navigation panel, use the green arrow to navigate up and select Security.

2. Edit Access Levels:

   • Click the Access tab at the top of the screen.
   • Select a security level to configure.

3. Enable Note Type Access:

   • Locate the Visit Note Type category.
   • Check the items you want this security level to access.
   • If needed, expand options for more specific settings.

4. Repeat for All Security Levels:

   • Configure access for other security levels as needed.
   • Click Done when finished.

5. Restart to Apply Changes:

   • Restart the application for the changes to take effect.

Key Considerations

• Owner vs. Employee View:

  • Owners will see all note types, while employees’ access depends on the configured permissions.
  • Example: Employees might only see the Visit Note Type tab, while owners see all tabs.

• Review Permissions Regularly:

  • Periodically check and update access levels to maintain security and relevance.