Notes Page

The Notes page is like the Message Center, but it focuses on Member-specific Notes. For example, if a Member’s Authorization is edited, a Note is added to the Member’s Notes page and sent to the Provider.

You can also manually add Member-specific Notes on the Notes page.

To access the Notes page, open a Member search result under Member > Search > search for and select a Member, and then click Notes in the left-hand navigation.

Notes page with Notes tab circled in navigation links at left

Notes are threaded and have a status of Open or Closed. Threads remain Open until all Notes within them are resolved. High-priority Notes are indicated with an Exclamation PointExclamation point.

To compose a new Note from the Notes page, complete the following steps.

  1. On the Member Account page, click Notes in the left-hand navigation.

  2. At the top right, click New Message. A dialog box appears.

  3. Complete the required fields, noting that the Member field is locked and that you can only select a Provider who is associated with the Member.

    New Message page with Member highlighted

  4. (Optional) Select Internal Note to avoid sharing the Note with a Provider. Attach a file or select High Priority if desired.

  5. Click Send to send or save the Note.

    Notes can also be added as messages from the Message Center.