NOTE: You must have Add permissions to Provider > Provider Notes Tab.
To add a new note to a Provider:
From the Provider Notes Tab list view, click the + Add button to display a new Notes entry screen. An Entry ID will be assigned the next sequential number and the navigation total will increase by one.
The current date and time will populate the Date field. Click the calendar
icon or into the date field to enter a new date. Use the time field arrows or click into the fields to enter a new note time.
NOTE: A future date and time cannot be entered.
The Staff field will be prefilled with the currently logged-in user by default but may be changed by selecting another staff code from the dropdown.
Select a Topic from the dropdown in order to save the note. Topics are created in the Note Topics Mini Directory. This is a required field.
Enter the desired note text into the text field. Use the rich text menu to apply formatting such as font size, color, and paragraph alignment. This is a required field.
Click the Save button to save changes to the note. You will be returned to the Notes Tab list view.