Click on the Provider tab in the side menu

Click on the Search option in the side menu

Enter the Organisation name or Abbreviation

Click on the Search Institution button

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

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. 

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

The Provider record has now been loaded. 

Scroll to the bottom of the page

Click on the Add Note button

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

Enter the note details into the Note field

Click on the Save Note button

Click on the Add File Attachment button

Click on the Purpose drop box to select the appropriate type

Click on the Category drop box to select the appropriate type

Enter the name of the attachment in the name field

Enter a description of the attachment in the description field

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

Click on the Choose file button and navigate to the attachment

Click on the Save File Attachment button