ORGANIZATION NOTE TYPE

To add an Organization Note Type, go to Settings > Lookup Tables > A/R Support Tables > Organization Note Type

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Organization Note Type.

ADD ORGANIZATION NOTE TYPE

To add a new Organization Note Type, click on the "Add Organization Note Type” link

Enter the required information and click "Add".

EDIT ORGANIZATION NOTE TYPE

To edit an Organization Note Type, click on the edit pencil. You can also end an Organization Note Type by adding an end date.

Make your changes and click on the "Update" button.

VIEW ORGANIZATION NOTE TYPE

To view an Organization Note Type, click on the magnifying glass

The Preview Screen appears

DELETE ORGANIZATION NOTE TYPE

To delete an Organization Note Type, click on the trash can