Learn how to add comments in this step-by-step guide. This help guide will cover how to add comments in Neon CCM.
Content
Instructions
The Comments tab is a place where users can record miscellaneous data about the record. Your organization will decide what should go into a record’s comments. In general, this tab is a place to put information that you want to make sure stays with the record and is accessible in the future, but isn’t included in any other tab. One example of this type of information could be documenting a food allergy.
Adding Comments
- To attach a document, select a record. For this example, the record is located under the Persons tab.
- Select the person’s name within the table.
- Next, select the Comments tab within the record.
- Select Add New Comment.
- Now, select the Calendar Icon in the Comment Date and select the date you are adding the comment. Then, add the Communication Type field that describes the type of interaction that took place. Add the comment. When finished, select Submit.
- The comment now displays in the Comments tab.
Note: If you are unable to access this feature in your CCM, it is possible Neon CCM can add the functionality through an upgrade. If this is something you are interested in, have your system’s support contact inquire through a support ticket.