Provider Notes

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.

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. Optional:Modify your note.

6. Click Save.

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.  Delete any notes.

6. Click Save.