With flexibility and customization in mind, Group Management Note Types enable healthcare administrators to efficiently manage and categorize various different groups. This proactive feature allows administrators to create new groups within the system. By facilitating the addition of editing of existing group note types, administrators can ensure that the system reflects the evolving requirements of the healthcare organization. This capability not only enhances the accuracy and relevance of clinical documentation but also streamlines workflows, ultimately contributing to improved patient care and operational efficiency. As groups can be easily modified or added, healthcare providers can ensure compliance and foster a culture of continuous improvement within the organization.

On the Main Dashboard under the Global Menu on the left, select ADMIN. If you have that role or permissions, you will see Group Management as an available selection.

The Group Management Note Types Dashboard allows you to select from existing groups to view and manage their specific name and active status. Select the name, which is a hyperlink, and will allow you to begin to edit the name and active status, or you may add a new group name by selecting ADD NOTE TYPE in the upper right portion of the screen.

Edit Note Type allows the user to change the name of the group by selecting Name and changing it. You may also uncheck the Active Admission Management Type box. This is automatically selected, making this viewable. If unchecked, this will no longer be an active group type. When complete, select Save.

Add Note Type allows the user to add a new group. The system will automatically assign an ID number as well as the note type. Users will be able to add the Name. The Active Admission Management Type will be automatically checked, making this active and available. When complete, select Save.