This guide will walk you through the steps to add case notes to a provider in CareWait 3.0.

Step-by-Step Instructions

1. Log in to CareWait 3.0

You can start by logging into your CareWait account with your assigned credentials.

2. Navigate to Provider Services

• On the left-hand side menu, click “Providers.”
• A dropdown will appear — select “Default List.”

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3. Find the Provider

• Use the search or scroll through the list to find the provider you want to add a note to.
• Click on their Entity ID to open the provider’s record.

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4. Open the Notes Tab

• Once inside the provider’s record, click the “Notes” tab at the top of the screen.

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5. Write and Save Your Case Note

• You will see a message-style input box (similar to an email reply box).
• You can:
  • Select a note template from the dropdown list, or
  • Write a custom case note using your own language.
• When ready, click the blue Save button (with the floppy disk icon).

6. Review the Saved Note

• Once saved, your note will appear in the note log below.
• Each note includes:
  • A timestamp
  • The user name of the person who created it

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7. Manage Notes

For each saved case note, you can:

• Pin the note to the top
• Edit the content
• Reply to continue the thread or add a follow-up

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Adding timely and detailed case notes helps your team stay coordinated and ensures there’s a clear history of provider communications and actions.