FACILITIES NOTES TAB


The Facilities Notes Tab allows you to enter notes on the facility such as:

  • Affiliations
  • General
  • Specialties

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for View Facility.

ADD NOTE  (Top)

To add a facility note, click on the "Add Note" link.

Choose the "Note Type" from the drop down menu, enter the note and click "Save" when finished.

NOTE: For Careficient Agency Administrators, click here to learn more about setting up Facility Note Type.  Click on the following to learn more about the privileges for Facility Note Type.

EDIT NOTE  (Top)

To edit a facility note, click on the note link.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Facility

Make the necessary changes and click "Save" when you are finished. 

DELETE NOTE  (Top)

To delete a facility note click on the note link.

Choose the "Delete" button.  You only have the option to delete notes for 24 hours.  After then, the note can only be deactivated.  

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Delete Facility

INACTIVATE NOTES  (Top)

To mark a note as inactive, click on the "Inactivate" icon".

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Inactivate and Activate Facility Notes.

To show notes that you have inactivated, click on the "Show Inactive" box and click "Search".

REACTIVATE NOTES  (Top)

This will show all the notes that you have inactivated.  To reactivate the note, click on the "Reactivate" icon.  This will move the note back to an active status. 

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Inactivate and Activate Facility Notes.

You can search your notes by "Type"...

by "From" and "To" dates...

or by "Keyword".  

REPORTS  (Top)

Facility Notes (PDF) includes:

  • Date
  • Entered by
  • Type
  • Note
  • Deactivated
  • Deactivated by

Facility Notes (Spreadsheet) includes:

  • Date
  • Entered by
  • Description
  • Note
  • Deactivated Date
  • Deactivated By

Click "Export" to create the report.