How to add team notes?
Team notes is a feature that allows Admins and Team members to write notes about providers that are only visible to others in their organization. Students and those in other higher education organizations cannot see these notes.
A green dot on the team notes means that a note has been written about the provider, so it may be helpful to read the note before referring a student.
To add team notes, go to the Active tab -> click Team notes -> type the note you want to share with others in your organization and click “Save.”
Team members can delete the team notes notes they have written and Admins can delete any team notes. You can delete the note by clicking the “Delete” button and then “Save.”
If you need more assistance, feel free to reach out to our Support team at support@miresource.com.
A green dot on the team notes means that a note has been written about the provider, so it may be helpful to read the note before referring a student.
To add team notes, go to the Active tab -> click Team notes -> type the note you want to share with others in your organization and click “Save.”
Team members can delete the team notes notes they have written and Admins can delete any team notes. You can delete the note by clicking the “Delete” button and then “Save.”
If you need more assistance, feel free to reach out to our Support team at support@miresource.com.
Updated on: 07/11/2023
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