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Overview

Upon completion of this KB article you will be able to add, create or edit notes within the Provider tab.

Complexity:

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Navigation

Workflow

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Workflow

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title 1. How to Add / Create a note for a Provider record (without attachment)	a Note for a Provider Record WITHOUT Attachment
Status colour Yellow title 1. How to Status colour Green title add or Status colour Green title create a Note for a Provider Record Status colour Red title without Attachment Status colour Blue title STEP 1 Load the Provider’s Record Status colour Green title 1 , Status colour Green title 2 , Status colour Green title 3 , Status colour Green title 4 Choose Providers > Search > Enter the organisation name or abbreviation > Click the SEARCH button. Image Added   Status colour Green title 5 After clicking the SEARCH button, it will show a list of providers that meet your searched criteria. You can filter the result more by entering more keywords relating to the provider name that you want to search in the Filter Box.   Status colour Green title 6 When you see the record for the Provider you are looking for, click the provider code hyperlink under the first column. This will load the provider record.   Image Added Info INFO: In the sample screenshot above, SILVER is selected as the provider record to be searched.   Status colour Green title 7 After clicking the chosen provider code hyperlink, an EDIT PROVIDER DETAILS Form section will appear, detailing all the provider information saved in the system.     Status colour Blue title STEP 2 Add the note to the Provider’s Record   Status colour Green title 8 Once the Provider Record is loaded, you have two ways to go to the note section of the record, you can either scroll down the page and look for the NOTE ASSOCIATED WITH PROVIDER Form section, or choose Providers > Edit Details > Notes menus on the side. Status colour Green title 9 Click the ADD NOTE button. This will open the EDIT NOTE Form section.   Image Added Status colour Green title 10 In the EDIT NOTE Form section, enter the Subject or the Title of the Note and add more details in the Note field. Image Added Status colour Green title 11 Click the SAVE NOTE button to attach the note you’ve just entered to the Provider’s Record. back to top

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1. Click on the Provider tab in the side menu

2. Click on the Search option in the side menu

3. Enter the Organisation name or Abbreviation

4. Click on the Search Institution button

5. This will return a list of Providers that meet the searched criteria

6. To filter the returned options in the search box above the returned results and start typing the Provider name. This will reduce the number of results. 

7. Click on the blue hyperlink on the left side of the required record.

8. The Provider record has now been loaded. 

9. Scroll to the bottom of the page

10. Click on the Add Note button

11. Enter the name / title of the note in the subject field

12. Enter the note details into the Note field

13. Click on the Save Note button

14. Click on the Add File Attachment button

15. Click on the Purpose drop box to select the appropriate type

16. Click on the Category drop box to select the appropriate type

17. Enter the name of the attachment in the name field

18. Enter a description of the attachment in the description field

19. Select the minimum permission level required to view the attachment from the permission level drop box

20. Click on the Choose file button and navigate to the attachment

21. Click on the Save File Attachment button

Further Reading

Status colour Red title with Attachment Status colour Blue title STEP 1 Load the Provider’s Record Status colour Green title 1 , Status colour Green title 2 , Status colour Green title 3 , Status colour Green title 4 Choose Providers > Search > Enter the organisation name or abbreviation > Click the SEARCH button. Image Added   Status colour Green title 5 After clicking the SEARCH button, it will show a list of providers that meet your searched criteria. You can filter the result more by entering more keywords relating to the provider name that you want to search in the Filter Box.   Status colour Green title 6 When you see the record for the Provider you are looking for, click the provider code hyperlink under the first column. This will load the provider record.   Image Added Info INFO: In the sample screenshot above, SILVER is selected as the provider record to be searched.   Status colour Green title 7 After clicking the chosen provider code hyperlink, an EDIT PROVIDER DETAILS Form section will appear, detailing all the provider information saved in the system.     Status colour Blue title STEP 2 Add the note to the Provider’s Record   Status colour Green title 8 Once the Provider Record is loaded, you have two ways to go to the note section of the record, you can either scroll down the page and look for the NOTE ASSOCIATED WITH PROVIDER Form section, or choose Providers > Edit Details > Notes menus on the side. Status colour Green title 9 Click the ADD NOTE button. This will open the EDIT NOTE Form section.   Image Added Status colour Green title 10 In the EDIT NOTE Form section, enter the Subject or the Title of the Note and add more details in the Note field. Image Added Status colour Green title 11 Click the SAVE NOTE button to attach the note you’ve just entered to the Provider’s Record. Status colour Blue title STEP 3 Add the attachment to the Provider’s Record   Status colour Green title 12 After adding the note, you have two ways to go to the file attachment section of the record, you can either scroll down the page and look for the ASSOCIATED FILE ATTACHMENTS Form section, or choose Providers > Edit Details > File menus on the side. Status colour Green title 13 Click the ADD FILE ATTACHMENT button. Image Added Status colour Green title 14 In the EDIT FILE ATTACHMENT Form section, fill out the following information (fields highlighted in BLUE are optional, RED are required). Choose a Purpose of the file attachment, and enter the Name that will be used to refer to the file within Paradigm. Add more details, description of the file in the Description field. Choose the Status of Published, to make the file visible after saving, and choose the Permission Level – the lowest permission access level who are allowed to view or access the file. Status colour Green title 15 Click the Choose file button and locate the file you want to attach. Status colour Green title 16 Click the SAVE FILE ATTACHMENT button. Info INFO: If you are keeping track of the revision number of the file attachment records in the system, and is uploading a new revision of the same file, click the SAVE FILE ATTACHMENT AS NEW REVISION button instead. Image Added back to top

Related Pages

_{Overview | Assumptions | Key Terms and Concepts | Implications | Workflow | Video | Related Pages}

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