Users assigned with the Provider Setup administrative role will be able to create Locations and Activity Types for Case Note Templates.

Create Location

The Location in Case Notes may refer to the place where services are being provided, the individual is residing, or the meeting has taken place.

1. Click on the Manage Location link beside the Case Note Template option from the Admin tab.

2. On the Manage Location page, enter the Location name in the Location field and click on the Create button. A Location cannot be edited or deleted once it is created.

Clicking on the arrow beside the ‘Location List‘ section will expand the list of saved Locations.

Create Activity Type

The Activity Type in Case Notes may refer to the type of visit or the purpose of the visit.

1. Click on the Manage Activity Type link beside the Case Note Template option from the Admin tab.

2. On the Manage Activity Type page, enter a name in the ‘Activity Type’ field and click on the Create button. An Activity Type cannot be edited or deleted once it is created.

Clicking on the arrow beside the ‘Activity Type List‘ section will expand the list of saved Activity Types.

Notes: Once locations and activity types have been added they will be available when creating case note templates.