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.
Updates Types are the the data points used to create the care reports. Decided 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 Customizations
Click Update Types
Add/Edit Update Types
Click Add update type to add a new type the list of existing update types. Update types show to all users in all groups at all locations (if 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
Updates Types are the data points used to create the care reports. Decided what care metrics you'd like to track and create an update type for it.
Learn more about Care Reports
This video highlights Notebird Care Reports feature so you can see exactly how Update Types impact reports.