Category: Notes

Delete an alert

In Notes screens, you can delete an alert associated with a note you manually created. You can complete this action only in the Provider Administrator

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Edit an alert

In Notes screens, you can edit an alert associated with a note you manually created. You can complete this action only in the Provider Administrator

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Add an alert

In Notes screens, you can add an alert to any note you manually create. You can complete this action only in the Provider Administrator portal.

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Delete a note

In Notes screens, you can delete the notes you manually create. You can complete this action only in the Provider Administrator portal. To delete a

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Edit a note

In Notes screens, you can edit the notes you manually create. You can complete this action only in the Provider Administrator portal. To edit a

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Create a note

In Notes screens, you can manually create a note. You can complete this action only in the Provider Administrator portal. To create a note, access

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Search for a note

In Notes screens, you can search for notes that are automatically or manually created. You can search in both the Provider Administrator and Agent portals.

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Notes overview

Notes screens appear throughout the Provider Administrator portal in each module. In the Agent portal, Notes appears in the Policies module. Each contains a record

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