Analyst Notes are a form of brief internal communication for the CMS Review Team. These notes are a part of the official record; however, State users are not able to see these notes. Analyst Notes are part of the Review Tool for each Reviewable Unit and the SRT or CPOC may view the notes from other Review Team members (depending on the type of note) within the Review Tool, and add his/her own notes.
The CMS Point of Contact or Submission Review Team members may add Analysts Notes through the Review Tool. The types of notes available are referenced in a table below. You will start by logging in as the CMS Point of Contact or Submission Review Team member, then going to the "Records" tab. Under the "Records" tab select "Submission Packages" and then select the link to the package. In the left panel select "Analyst Notes". You will then have the ability to search notes entered by Review Team Members.
| Analyst Note Type | Description | Visible By |
| Note to self | Private note for self only | Self |
| For POC (Formal Review) | Indicates information that should be included in disposition | CPOC |
| For Review Team | For other Review Team members | CPOC and SRT |
| For RAI | Indicates something that requires RAI | CPOC and SRT |
| For Correspondence Log | Indicates information that should be communicated to the SPOC | CPOC and SRT |
| Non SRT-User | Note on behalf of a CMS participant outside of the Review Team | CPOC and SRT |
| General Note | A note that doesn't fall into another category | All |
| Justification | Provides bases for a recommended disposition | POC Admin, CPOC and SRT |
| Post-Recommendation | Included by other CMS users during the package disposition review | POC Admin, CPOC and SRT |