In Notes, you can manually create a note only in the Provider Administrator portal.
To create a note:
- On the Notes screen, select + New Note.
- In the Note Title box, type the name of the note you're creating.
- In the Note Contents box, type details related to the note.
- 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.
- Complete the Add Alert dialog box.
- 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.
Attachments added to Notes
Users can attach files to notes and also attach notes to files, thereby streamlining workflows and enhancing organization across various modules and entities.
Access the Attachment Page by navigating to any module such as Contacts, Policies, and Claims, and selecting "Attachment."
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Attaching Files to Notes:
- When creating a note within the notes page, users can attach a deliverable from the attachment page to the note.
- Additionally, the notes page has been updated to include file search functionality which enables content within notes to be searchable. Also, notes can be filtered by attachments.
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Adding and Viewing Notes within Attachments
- A column labeled Notes is available on the attachment table
- This column displays the count of notes attached to the respective file. For instance: "3 Notes," "2 Notes," etc.
- Clicking on the "Notes" link will direct the user to the Notes page, filtered by the file ID.
- If there are no notes attached, an "Add Note" link will appear. Clicking on it will take the user to the notes view, with the "Add Note" section already expanded.
Note: Notes cannot be attached to file folders.
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.