This article will cover the set up and creation of notes for the provider within the Provider Module.
Setting up Note Categories
Your agency's Brittco Admin can add Provider Note Categories to the dropdown list for use in organizing the type of note created for the provider. This is done by clicking your Agency's name at the top of the screen and selecting Account Settings. From here you will click on Edit Settings and then go down to the Dropdowns tab:
In the Dropdowns menu, scroll to the bottom where you will see Provider Note Categories:
To delete a category you click on the trashcan () and confirm your decision.
Creating Provider Notes
After the Provider Note Categories have been created, users can navigate to the Provider Module and search for the specific provider they want to write a note for. They can then click on Edit and select the Notes tab:
Click on Add Note to enter a new note for the provider. A New Note dialog box will open up for you to enter the note:
Enter your note and choose a category. When you are finished you can click on Save Note and the note will be stored within the provider's record:
Reports
There is a report, Provider Notes, that can be found under the Provider tab within Reports. You can use this report to filter on specific date ranges or providers to see all of the notes written within those parameters.