Accurate and up to date notes are essential for effective information sharing, compliance, and decision making. The Provider Intelligence platform enables you to securely record, update, and reference important provider notes in one place, ensuring your team stays informed and compliant.
Key Features
Centralised Note Storage: Keep all your internal provider notes in one secure location.
Confidentiality: Notes are only visible to authorised team members within your organisation.
Flexible Record Keeping: Add notes for inspections, follow-ups, concerns, or general observations.
Edit and Delete Capability: Update notes as situations change, or remove notes when no longer relevant.
Chronological Tracking: The latest 20 active notes are always visible, supporting robust audit trails.
How to Use Provider Notes
Adding a Note
Click “Add Note” on the provider’s details page, or request a note addition via the chat (“Add a note to [Provider Name]: [Your Note]”).
Provide clear, concise content. Include context such as visit details, action points, or the purpose of the note.
The author is automatically recorded.
Viewing Notes
Access the Notes section within the provider’s profile to see all recent, active notes.
Notes are shown with date, author, and content preview for quick scanning.
Editing or Deleting Notes
To update a note, look for the “Edit” option (or request, e.g., “Update my note on [Provider Name] to state…”).
To remove a note, select “Delete” (admin or author permissions required).
Audit trails ensure changes and deletions are logged for transparency.
Search and Filter
Search notes by provider or by keywords to quickly retrieve relevant historic records.
Use filters to find recent entries, specific authors, or particular events.