Create a note

In Notes, you can manually create a note only in the Provider Administrator portal.

To create a note:

1. On the Notes screen, select + New Note.
2. In the Note Title box, type the name of the note you're creating.
3. In the Note Contents box, type details related to the note.
4. If you want to create an alert from the note you're adding, select the Add Alert link above Note Title. The Add Alert dialog box will open. 
5. Complete the Add Alert dialog box.
6. Select Save Changes to save the note.

Note: If you don’t select Save, the note will remain in the All Notes list, but it won’t display the note title or note contents.

Usage considerations

When you manually create a note—with or without an alert—the Edit Note, Add Alert, and Delete Note buttons will appear in the top-right corner of the note.