Provider Notes

Add a Provider Note

Notes can be used to include any special information regarding a provider and can be viewed by all users that have permission to access the Provider screen. Using the notes feature can help your team stay organized and up to date on the changes and update regarding any 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. Type your notes.

  6. Click Save.

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.

Remove a Provider Note

Follow the steps below to remove any note(s) that are no longer applicable to a provider. 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. Highlight your notes and click the Delete or Backspace button on your keyboard.

  6. Click Save.