Objective
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Overview
Adding notes to a provider’s record in Paradigm can be done with or without an attachment file. This knowledge article will provide a workflow on how to add notes to a provider’s record in Paradigm with or without file attachments.
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Workflow
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| title | Key Terms and Concepts |
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Key |
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Concepts
Field Name | Brief Overview |
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Subject | The name or subject of the note |
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Note | The details or main text of the note |
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Workflow
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| title | 1. How to Add / Create a note for a Provider record (without attachment) |
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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.
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| a Note for a Provider Record WITHOUT Attachment |
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How to or a Note for a Provider Record Attachment
Load the Provider’s Record
, , , Choose Providers > Search > Enter the organisation name or abbreviation > Click the SEARCH button. Image Added
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. 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 |
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INFO: In the sample screenshot above, SILVER is selected as the provider record to be searched. |
After clicking the chosen provider code hyperlink, an EDIT PROVIDER DETAILS Form section will appear, detailing all the provider information saved in the system. Add the note to the Provider’s Record
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. Click the ADD NOTE button. This will open the EDIT NOTE Form section.  Image Added 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
Click the SAVE NOTE button to attach the note you’ve just entered to the Provider’s Record.
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| title | 2. How to Add / Create a Note for a Provider Record WITH Attachment |
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| How to or a Note for a Provider Record | (with attachment)
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
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Further Reading
Attachment
Load the Provider’s Record
, , , Choose Providers > Search > Enter the organisation name or abbreviation > Click the SEARCH button.Image Added 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. 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 |
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INFO: In the sample screenshot above, SILVER is selected as the provider record to be searched. |
After clicking the chosen provider code hyperlink, an EDIT PROVIDER DETAILS Form section will appear, detailing all the provider information saved in the system. Add the note to the Provider’s Record
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. Click the ADD NOTE button. This will open the EDIT NOTE Form section. Image Added 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 Click the SAVE NOTE button to attach the note you’ve just entered to the Provider’s Record. Add the attachment to the Provider’s Record
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. Click the ADD FILE ATTACHMENT button. Image Added
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. Click the Choose file button and locate the file you want to attach. Click the SAVE FILE ATTACHMENT button.| Info |
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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. |
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