The Note Topics Mini Directory stores user-defined note topics to categorize and search for notes Case/Intake Notes, Value Notes, and Provider Notes. Topics should be specific but not too detailed. It is a good idea to avoid creating "Miscellaneous" or "Other" topics. Note Topics are also used when tagging emails using the Neos Outlook Add-in.

The Case Note Topics, Provider Note Topics, and Value Note Topics Mini Directories have been consolidated into a single "Note Topics" Mini Directory. All unique entries that previously existed in these Mini Directories are now included in the Note Topics Mini Directory. When selecting a note topic for a Value, Provider, or Case, all active options will be available.

Some Note Topics are standard in Neos and cannot be modified or deleted. These standard topics will display the Topic title in light gray text, the checkboxes will be gray, and a delete icon will not be present.

To add a new Note Topic, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Topic field of the new entry to enter edit mode. Topic is a required and unique field. Up to 35 characters can be entered in the Topic field. New Note Topics are Active by default.

To delete a Note Topic, click the delete icon to the far right of the entry.

Click the Save button to keep your changes.

Standard reports, e.g., Case Notes, Text Search within Value Notes, Audit of Provider Notes, and custom Advanced Search queries can be generated to find cases or providers by associated note topic.

Due to this change, it will no longer be possible to create user defined case fields using the Provider or Value Note Topics Mini Directories Existing fields of these types will be redirected to the Note Topics Mini Directory.