Overview
Upon completion of this KB article you will be able to add, create or edit notes within the Provider tabAdding 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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| title | 1. How to Add / Create 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.
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.  | 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.  In the EDIT NOTE Form section, enter the Subject or the Title of the Note and add more details in the Note field.
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 Attachment
Load the Provider’s Record
, , , Choose Providers > Search > Enter the organisation name or abbreviation > Click the SEARCH button.
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. | 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. In the EDIT NOTE Form section, enter the Subject or the Title of the Note and add more details in the Note field.
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.
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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