Provider Intelligence’s knowledge base & document intelligence features are designed to streamline access to key documents, internal notes, and summarised information about any provider in the system.
This ensures users can quickly find, reference, and use critical organisational knowledge to support decision making and provider management.
Key Features
Unified Knowledge Hub
Centralises all knowledge related to a provider, including:
Uploaded documents (e.g., policies, reports, contracts, audit results)
Internal notes and clinical summaries.
Summaries from the Notes Centre.
Accessible directly from each provider’s detail page.
Intelligent Search & Semantic Analysis
Natural language search allows you to ask questions (e.g., “Show me the latest safeguarding policy for Sunrise Care Home”).
Searches across:
Uploaded documents (PDFs, Word, Excel)
Internal notes.
Summarised dictation or clinical notes from the Notes Centre.
Document Types Supported
PDF, DOCX (Word), XLSX (Excel), TXT.
Knowledge items are tagged so you can filter by type (e.g., see only policies, only contracts, etc.).
Notes Centre Integration
Automatically aggregates and summarises provider notes, including clinical dictations.
Delivers clear, concise summaries for fast reference—no need to search through lengthy notes.
Secure and Organisationally Scoped
Only users within your organisation can see your private documents and notes.
Notes and documents are not shared with providers or external users by default.
Common Tasks
Task | How to do it |
Find all documents for a provider | Go to the provider’s detail page > Knowledge tab. |
Search for a policy/report | Use the Knowledge Search bar and enter your query. |
Upload a new knowledge document | Click “Upload Document” (PDF, Word, Excel, or TXT supported) |
View internal notes/clinical summaries | Access via Knowledge tab or “Notes Centre Summaries” |
See which providers have knowledge | Use “Providers with Documents” filter in the main providers view. |
🤓Tip: When searching, use clear keywords or full questions for best results.