During the process of adding new verification tasks to the provider’s EPR  record the specialist can add notes to each open verification task or to the entire verification log for the provider based on the following steps:

For each of these tasks, we will start with an "In Progress Item" from the "Perform Verification Task" list page.

Adding a General Note to the Verification Log

1. From the Perform Verification Task Page Click "Notes" at the top of the page.

2. Once the General Notes List Page opens, click the button to enter a new general note regarding the verification log.

3. Enter a "Note Description" and "Note".  Click Enter to save the general note.

4. The number of general notes entered is displayed at the top of the Perform Verification Task page.

5. Using the "General Notes" icon, follow same steps below to "View an Existing Note", "Edit an Existing Note", and "Delete an Existing Note".

General Notes are not printed in the Provider Verification Report.

Adding Notes to a Verification Task

1. From an “Select Action” drop down for a verification item (as shown above) select the "Add Notes"  option to display the "Special Note” page.

2. Choose "Add As Task" (and "Automatically Close Task" if desired).  The "Add As Task" checkbox automatically creates a task at the same time the note is entered.

3. The "Automatically Close Task" checkbox, marks the item as "Complete", closing the task.

4. Enter a note description and the full notes and select thebutton to save the notes and return to the “Special Notes List” .

4. To add additional notes repeat the steps above.

5. To exit the “Special Notes List” and return to the “Perform Verification Task” page for the verification item select the  button at the top right-hand corner of the page.

Viewing an Existing Note

1. Bring up the “Perform Verification Task” page for a provider.

2. To view the existing note select the  link to open the “Special Notes List” page.

3. Select the icon next to the note description to open the note in a view window.

3. To exit the “View Note” page and return to the “Special Notes List” page select the  button in the top right-hand corner of the page.

4. To exit the “Special Notes List” and return to the “Perform Verification Task” page for the verification item select the button at the top right-hand corner of the page.

Updating an Existing Note

1. Bring up the “Perform Verification Task” page for a provider.

2. To update and/or edit the existing note select the  link to open the “Special Notes List” page.

3. Select the icon next to the note description to open the note in a view window.

3. Make all necessary changes and select the button to return to the “Special Notes List” window.

3. To exit the “Special Notes List” and return to the “Open Tasks” page for the verification item select the button at the top right-hand corner of the page.

Deleting an Existing Note

1. Bring up the “Perform Verification Task” page for a provider.

2. To update and/or edit the existing note select the  link to open the “Special Notes List” page.

3. Select the to edit and then select the button to delete the Note.

Notes that are created as "Tasks" in the Verification Log can NOT be deleted!

4. Select the  button to delete the note and return to the “Special Notes List” window.

5. To exit the “Special Notes List” and return to the “Open Tasks” page for the verification item select the button at the top right-hand corner of the page.

6. Only "Special Notes" can be viewed by printing the Provider Verification Report.