Note Types

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You can create as many types of notes as desired.  There are note types preloaded in Titanium which you can choose to use, deactivate or delete.  A report is available that shows the number of each type of note used.  To create your note types list:

1.Analyze the types of notes required to support your center's workflow and clients.  (Note:  If your center is using the web component, waitlist, or client import, you should create notes specifically for use with those features.)
2.From the calendar screen, click Settings > System Settings.
3.Click Notes and Data Forms  tab.
4.Click the Notes Types List button.
5.Review the preloaded notes to determine whether to use the notes for your center.
6.Click in the Active check box to deactivate notes that you do not want to use, or click the item and click delete on the menu bar.
7.Use the list screen to create a list of note types for your center.
oUse the pull down menu to choose a note template from the list you created, if desired
oUse the pull down menu to choose the note type.
oClick the Required Data button to select anything required to be completed as part of the note (data forms, diagnosis, medication note, attachment).
8.Click Save.
9.Click Exit.

 

 

 

 

For additional assistance, please email the Titanium Support team or visit us online at www.TitaniumSchedule.com.