Saving Notes

The Note Topic field is required in order to save a Case Note item and will display a red validation border and icon until a valid Note Topic is selected. Mouseover the validation icon to display the reason for the error.

If Save is triggered from any of the following scenarios and the Note Topic field is blank, the corresponding Invalid Data message will display.

  1. Click OK to return to the Provider Note item and enter the missing information.
  2. Click on the Save button on the Provider ribbon to save the Provider Note item.