Adding account notes

You can enter an account note into a patient's record as needed.

Note: You can add a note not only from the current patient's record but from the following records:

• The patient record of the current patient's primary guarantor.

• The patient record of any patient who has the same primary guarantor as the current patient.

To add an account note

1. Do one of the following:

   • On a patient's Overview page, the Ledger box displays an account note icon. If the icon is gray , there is no note for the account (a blue icon indicates that there is already a note). Click (or tap) the icon to add a note.

     

   • On a patient's Ledger page, an account note icon appears. If the icon is gray , there is no note for the account (a blue icon indicates that there is already a note). Click (or tap) the icon to add a note.

     

   The Account Note dialog box appears.

   

2. Insert the current date, and then type the text of the note.

3. Click (or tap) Save.

   The account note icon is now blue , indicating that there is a note associated with this patient's account (which includes not only this patient but this patient's primary guarantor and any patient who has the same primary guarantor as this patient).