Add in Service Provider Note Types
Use this guide to customise the Note Types that display when adding a Note to the Service Provider record
1. Click on the Settings icon in the top right
3. In this section you will be able to use the New button to add new Note Types or click on existing to edit them
Related Articles
Add and View Individual Provider Notes
Add and View Individual Provider Notes This article explains how to add and view Individual Provider Notes. In the View Provider screen you can view and add notes. This function allows you to Filter by Note Type, Search by Document Name, Note and ...Create a Case Note
Use the following steps to Create a Case Note (includes information on how to create both billable and non-billable case notes) 1. Click Support Coordination from the Careview menu, then select Clients. 2. The Client list screen displays. Type part ...Careview Release 12 - 26th June 2020
CRM – Client Funding New Notes Table available on the Service Contract Screen. Bug Fixes: Resolved issue where the Provider in the Create Case Note screen was not defaulting to the Organisation Name. Resolved issue where Object reference error ...Careview Release 19 - 6th September 2020
Performance Optimised the following system functions; CoS Dashboard. Support Coordination Client List Resources Provider Screen Layout changes and new Notes Table. Plan Management Cancellation Claim Type Process Enhancement. Support Coordination ...Add a Service Provider Category Budget
Use the following steps to add a Service Provider Category Budget to a Service Contract. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. In the Client Funding table, click Open ...