Add in Service Provider Note Types

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

2. Scroll down to Provider & Service Provider and select Service Provider Note Types
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 ...
    • Xero Settings

      Overview  Careview has the capability to extract Xero extracts in CSV file format that can then be uploaded into Xero. These Xero extracts are created from the: Invoice Entry Screen (Plan Management). Support Coordination CoS NDIS Claim screen ...
    • Add a Service Provider Company

      It is Important that you add all of the Service Provider companies that are providing services to your clients. You can also create Service Providers in the Invoice Entry Creation screen. Before creating an Individual Provider records, it's important ...
    • 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 ...
    • Add Funding Notes

      How to add a Funding Note to a client's Service Contract 1. Go to CRM and select Clients 2. Find the Client you wish to add a funding note to 3. Once in the client's profile select Client Funding 4. Select the required Service Contract for the ...