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Note Types

Note Type Management 

The Note Types Audit Tool categorizes claim notes within Acuity. Acuity provides standard defaults. Additional Types can be added, and/or existing Types can be edited to fit your company’s needs.  For video instruction on Note Types, see Matter Note Types

  • Select the AUDIT TOOLS link at the top of the page
  • Click on the Sub-Navigation menu option Note Types
  • Click the Add Note Type button 
  • Add the new Note Type and click Save


  • Click the pencil icon to Edit an existing Note Type
  • Click in the Active checkbox within the pop-up window to Inactivate a Type
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