Predefined Notes Overview (Patron)

The Predefined Notes table allows the user to define predefined notes. Each note is a default setting for a new patron note and is used in cases where a note is used often. This feature eliminates the need to copy and paste a predefined note text every time the note is attached to a patron. Users have the option to override any of the predefined note settings at the time the note is attached to a patron.

To access the Predefined Notes page, select Predefined Notes from the Patron section of the Setup menu.

Note: Note Types are defined in the Setup module of Odyssey HMS.