Find or edit a Provider Note

Follow the steps below to find or edit any existing note(s) associated to a provider.

  1. Select Customer Setup > Providers.

  2. Use the Show All button to view all providers. Or use the Search field to further drill down your search.

  3. Select the Provider

  4. Locate and click on Notes from the right-hand side panel.

  5. Modify your note.

  6. Click Save.