String Compare is a feature that ensures that Providers do not have similar or duplicate notes for each Client.
- Hover over the Managers tab in the navigation bar and select Preferences from the drop-down.
- Scroll down to the Note Preferences section and expand it.
- Locate the String Compare Settings section.
- Set the Rank Relevance setting between zero and 1,000. This will look back on the Provider's notes to see if they are too similar.
Note: The lower the number the more unique the notes have to be.
- Check the boxes to customize your preferences for P.I.E and B.I.R.P Notes.
- Click Update when completed.