What Is Suggested In Activity Notes?

When you create an Activity Note there is now a list of "Suggested" Providers, Contacts, and Location which should help make adding to a note easier, and smarter.


The feature works differently depending where you create the Activity Note, but the new feature uses logical built around like Providers and Contacts, usually around a shared Location or Organization, to best guess who, or what location you'd most likely add to an Activity Note.


The current logic is mostly built from Location information of the Providers and Contacts, but future work could be done to tune these suggestions, based on people you often group together.


If you have suggestions for logic improvements, or have specific examples where it is not suggesting as best it could- please let us know!

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us