Notes Tab (Referral Sources)

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Notes Tab (Referral Sources)
ROLE PRIVILEGES NEEDED: <udl-white>View Referral Source<udl-white> | <udl-white>Add Referral Source<udl-white> | <udl-white>Referral Source Note Type<udl-white> | <udl-white>Edit Referral Source<udl-white> | <udl-white>Delete Referral Source<udl-white> | <udl-white>Inactivate / Activate Referral Source Notes<udl-white>

SETUP: <udl-white>Referral Source Note Type<udl-white>

ADD NOTE | EDIT NOTE | DELETE NOTE | INACTIVATE NOTE | REACTIVATE NOTE | FILTER | REPORTS

The Referral Source's Notes Tab allows you to enter notes on the Referral Source such as:

ADD NOTE <returntomenu>menu ↑<returntomenu>

To add a Referral Source's note, select the <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Note<udl-orange> link.

Select the drop down <btn>   All      ▾   <btn> to the right of Note Type to select your note type.

EDIT NOTE <returntomenu>menu ↑<returntomenu>  

To edit a Referral Source's note select the Note Link <udl-orange>09/11/19 09:06 AM - CSST<udl-orange>.

Make the necessary changes and select <btnw>   Save   <btnw> when finished.</btnw></btnw>

DELETE NOTE <returntomenu>menu ↑<returntomenu>

To delete a Referral Source's note select the Note Link <udl-orange>09/11/19 09:06 AM - CSST<udl-orange>.

Choose the <btnw>   Delete   <btnw> button.</btnw></btnw>

INACTIVATE NOTE <returntomenu>menu ↑<returntomenu>

To mark a note as inactive, select the Inactivate <icon-inactivate>xxx<icon-inactivate> Icon.

REACTIVATE NOTE <returntomenu>menu ↑<returntomenu>

To show notes that you have inactivated, select the "<icon-bluecheck>xxx<icon-bluecheck>Show Inactive" box...

and select <btnw>   Search   <btnw> button.

This will show all the notes that you have inactivated.  To reactivate the note, select the Reactivate <icon-reactivate>xxx<icon-reactivate> icon.  This will move the note back to an active status.

FILTER <returntomenu>menu ↑<returntomenu>

Select the drop down <btn>   All      ▾   <btn> to the right of Type to select the note type.

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

or by "Keyword".  

REPORTS <returntomenu>menu ↑<returntomenu>

Referral Source Notes <btnw>   PDF     ▾  <btnw> includes:

Referral Source Notes <btnw>   Spreadsheet     ▾  <btnw> includes:

Interactive Tutorial