Logs & Notes Tab

What is the Logs & Notes Tab?

The Logs & Notes Tab is a section within the Referral Details  screen that allows you to record and centralize conversations and internal notes about a referral.

Logs & Notes List

At the center of a screen is a list of Contact Logs and Internal Notes related to the given referral. This list defaults to the descending order (newest to oldest) by date and time. It can be sorted by Staff, Type, Means, and Communicated With by clicking the respective header. To edit a Log/Note, you can click on the Quick Action Elipsis. You can search for specific content by using the search bar in the upper-right corner. Keyword searching here will look for "Communicated With" or content/"Details" within the note/content log itself. Contact Logs and Notes can be placed on this list in two different ways: By clicking either the + Add Contact Log button or the + Add Note button. On the Intake Overview screen, clicking the Quick Action Menu. Just like the referrals list in the Intake Overview screen, you can sort the list by clicking any of the column headers. The list will always default to descending order by date and time (newest to oldest).

Add Contact Log

To add a new Contact Log, simply click the + Add Contact Log button at the top of the screen.

This will open up a new form for you to complete. Add the details as appropriate.

Clicking on the Contact Book icon will allow you to choose from Contacts associated with the person in the Contacts Tab.

Add Note

To add a new Note, simply click the + Add Note button at the top of the screen.

This will open up a new form for you to complete. Add the details as appropriate.

• Related Articles

• Contacts Tab

  What is the Contacts Tab? The Payers Tab is a section within the Referral Details screen that allows you to organize and manage a person's external contacts, whether it be a Case Manager, Emergency Contact, Guardian, etc. Keeping information ...

• Person Tab

  What is the Person Tab? The Person Tab is a section within the Referral Details screen that allows the you to view and edit information about a person. Information in the Person Tab is global, meaning that changing or updating this information will ...

• Questionnaire Tab

  What is the Questionnaire Tab? The Questionnaire Tab is a section within the Referral Details screen that allows you to view and input details about the person as they relate to the service being requested through the referral. Each service may have ...

• Payers Tab

  What is the Payers Tab? The Payers Tab is a section within the Referral Details screen that allows you to organize and manage a person's health insurance information as well as submit Eligibility Verification Requests if your subscription allows. ...

• Referral Details

  What is Referral Details? The Referral Details screen is the hub for navigating to, viewing, and inputting the most granular information about the referral you are currently viewing and the person associated with it. This is where much of the ...