Notes are automatically created when events such as claim creation, updates to claim details, contact changes, accounting entries, or attachment uploads occur.
The Notes screen:
- Displays both system-generated and user-generated notes related to claim activity.
- Is available only in the Provider Administrator portal.
- Behaves consistently across all modules that use it.
For a broader understanding of how notes function throughout the system, see the Notes overview article.
Usage Considerations
Printing Notes:
You can print the claim notes by using your computer’s print screen functionality.
Filtering by User-Generated Notes:
- When the advanced setting default-user-notes-claims is set to True, the Notes screen defaults to displaying only user-generated notes.
- This preference can also be managed via the Default Claims Notes to Show User Generated Notes checkbox under Settings > Modules > Claims > Options.
Disabling Note Edits:
- The advanced setting disable-notes-edit-in allows you to restrict the ability to edit user-generated notes after a specified amount of time.
- When this setting is configured, the Disable Notes Edit checkbox under Settings > Modules > Claims > Options will automatically reflect the current value.