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 Type. You can also Drag and Drop Attachments.

Under the Resources tab, select Individual Providers and click on the Provider you would like to view or add notes. The following screen will appear.

In this section you can click on New to add notes, or filter/search to view existing notes.

Note: All Note Types are maintained under Settings > Provider & Service Provider > Note Types. Also note, as part of this change, the Provider Roles Setting has been moved under Provider & Service Provider Setting.

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