Notes are for provider-specific details that do not belong in a file name or schedule title but still matter later.
This is where you can keep context that helps your team work with providers more consistently over time.
Provider notes are useful for details such as:
Open a provider and go to the Notes tab.
Notes stay attached to the provider, making it easier to preserve context and avoid losing important details across calls, texts, email threads, or paper files.
Provider notes help you:
