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Purpose: This guide gives instructions for adding a note to a provider’s profile in OR PTC DCI. Outcome: Staff can add notes to a provider’s profile and view notes added by other staff |
Click the link below to download the PDF.
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Notes on a provider’s profile are not visible to the provider, but they are visible to all staff who can view the provider’s profile. The only type of note a provider can see is the free text note added as part of the Staff-other Reason Code. All other types of notes are not visible to the provider. For more information on when to use these notes, please see APD-IM-22-009: Documenting HCW Information in OR PTC DCI.
To add a note to a provider’s profile:
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In OR PTC DCI, click the Employees tab on the left.
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Search for the provider you wish to add a note for by typing the provider’s name or Uni ID.
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Click Search.
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In the search results, click on the provider to which you want to add a note.
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On the provider’s profile, click Actions.
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Click New Note.
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Select the Note Type, add a Subject, and type the body of the note in the note wizard.
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Click Save.
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Click Yes.
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