Adding account notes

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

To add an account note

1. Do one of the following:

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under General, click (or tap) Overview.

        The patient's Overview page opens.

     On a patient's Overview page, the Ledger box displays the patient's balance, the name of his or her "primary" guarantor, and 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.

     

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under Financial, click (or tap) Ledger.

        The patient's Ledger page opens.

     On a patient's Ledger page, the name of the patient's primary guarantor and an account note icon appear. 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. You can also access and change the note as needed from this patient's record, the patient record of this patient's primary guarantor, or the patient record of any patient who has the same primary guarantor as this patient.