Note Types
Executive Summary
Note Types is the reference list of scheduling note types that come from AlayaCare. Administrators use it to confirm the AlayaCare ID, code, name, category and cancelled status of each note type so that other screens classify notes consistently. The list is read-only; it is maintained by refreshing it from AlayaCare.
Key Features
- Review the note types imported from AlayaCare
- Refresh the list from AlayaCare after note types are added, renamed or cancelled there
Typical Workflow
- Open Note Types to review the current list.
- Click Refresh from AlayaCare after note types have been added or changed in AlayaCare.
- Confirm the codes, names and categories in the grid.
Available Permissions
The following permissions are available to be assigned to AlayaCare Roles:
| Attribute | What It Controls |
|---|---|
| View | Open the page |
Main Grid
The grid lists every note type stored from AlayaCare (14 rows per page). It cannot be edited.
| Column | Description |
|---|---|
| AC ID | AlayaCare identifier of the note type. |
| Code | Note type code. |
| Name | Note type name. |
| Category | Category the note type belongs to. |
| Cancelled | Checked when the note type is cancelled in AlayaCare. |
Actions
| Button | Description |
|---|---|
| Refresh from AlayaCare | Reads the scheduling note types from AlayaCare and updates the list. |
Processing Overviews
This section describes what happens after you confirm a processing action.
Refresh from AlayaCare
- Signs in to AlayaCare if needed. If sign-in fails, nothing is refreshed.
- Reads all scheduling note types from AlayaCare.
- Adds any note type that is not yet in the list, recording its code, name, category and cancelled status.
- For note types already in the list, updates Code, Name, Category and Cancelled when any of them changed in AlayaCare.
- Reloads the grid.