ORGANIZATION PAYERS NOTES TAB


The Payers Notes Tab allows you to enter notes on the payers such as:

  • General
  • Uploaded Document

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

ADD NOTE  (Top)

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

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

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 “Payer Note Type”. Click on the following to learn more about the privileges for Payer Note Type.

EDIT NOTE  (Top)

To edit a Payers note click on the Note Link.

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

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

DELETE NOTE  (Top)

To delete a Payers note click on the Note Link

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

Choose the "Delete" button.

INACTIVATE NOTE  (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 Payers Notes.

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

REACTIVATE NOTE  (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 Payers Notes.

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

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

or by "Keyword".  

REPORTS   (Top)

Organization Payers Notes (PDF) includes:

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

Organization Payers Notes (Spreadsheet) includes:

  • Date
  • Entered by
  • Description
  • Note