You can use internal notes to record confidential information or follow-up actions against a provider record. Internal notes are only visible to staff within your organisation and are never shared with providers.
You'll need at least a Standard User role to add notes.
Add a note
To add a new internal note to a provider record, follow these steps.
Click the provider record you need from the Provider Directory.
Click Internal Notes.
Click Add Note.
Enter your note in the text editor.
Click Save.
đ Note: Internal notes are only visible to staff within your organisation. They are never shared with providers.
Edit a note
To update an existing internal note, follow these steps.
Click the provider record you need from the Provider Directory.
Click Internal Notes.
Click Edit next to the note you want to update.
Make your changes in the text editor.
Click Save.
Delete a note
To permanently remove an internal note, follow these steps.
Click the provider record you need from the Provider Directory.
Click Internal Notes.
Click Delete next to the note you want to remove.
Click Confirm in the confirmation dialog.
â ď¸ Warning: Deleting a note is permanent and cannot be undone. Make sure you no longer need the information before deleting.