The Notes section in the Contracts module allows you to document important details while creating or updating insurance contracts. This helps maintain clarity, continuity, and internal alignment when managing contracts over time.
Step 1: Open the Contract
Navigate to Contracts from the main menu.
Open the insurance contract you want to update.
Step 2: Add Notes
Locate the Notes section within the contract.
Enter the note type such as customer information, rates, rules or compliance.
Enter detailed notes in the note textbox.
Include dates and payer details when applicable
Keep notes concise and professional
Update notes whenever contract changes are made
Do not include PHI or sensitive data
Click Attach file if you want to add any files to your note.
Add tags to help filter and search through all entered notes.
Click Add Note.
Step 3: Search and Review Notes
Below the notes entry area, a timeline displays all notes that have been added. You can filter or search this timeline by selecting a specific note type or by searching for keywords or tags that were previously added to a note.