Recording the types of interactions with your people is important. Think of Update Types as the type of interaction you are having with your people, such as Check-In, Follow-Up, Coffee Meeting, Visitation, etc.
We added default Update Types for your organization, some of which will fit great and others you'll want to edit to better fit your context. Our goal was to get you jump-started.
Update Types are the data points used to create the care reports. Decide what care metrics you'd like to track and create an update type for it.
Customizing Update Types to best fit your context
Click Your Name in the upper right-hand corner
Click Settings
Click Updates
Add/Edit Update Types
Only Organization Owners, Organization Admins and Organization Managers can see Settings.
Click Add update type to add a new type to the list of existing update types. Update types show to all users in all groups at all locations (if your account has multiple locations).
To change the title of an update type, click the pencil icon next to the existing title you'd like to change. Type and make the correct changes. Click Save to complete changes.
How Update Types show within Care Reports
