Provider Notes 

Accessing Provider Notes 

To access provider-specific records:

1. Navigate to the Providers Module.

2. Use the Search Bar or filter options to locate the desired provider.

3. Click on the provider’s name to open their profile.

4. Click "Notes"

Using the Notes Section

The Notes tab in the provider profile is useful for:

• Logging conversations with the provider.

• Tracking the status of onboarding (e.g., “Waiting on TB test”).

• Notating supervision assignments or disciplinary documentation.

• Adding timestamped internal memos for HR or clinical directors.

Tips:

• Notes are not visible to the provider.

• Always date-stamp and initial each entry.

• Use consistent labels (e.g., “Credentialing,” “Supervision,” “HR”) to aid in searchability.