Adding entries to the Office Journal

The Office Journal provides you with the means to keep comprehensive records of any contact between your practice and your patients. Entries are added automatically for appointments, billing statements, DXWeb information, letters, payment agreement notes, payments, referrals, and privacy requests. You can also add entries manually.

To add an entry to the Office Journal

1.   With a patient selected, from the Family File toolbar, click the More Information button.

The More Information dialog box appears.

2.   Click Add Journal Entry.

The Add Journal Entry dialog box appears.

3.   From the Type list, select one of the following options:

·        Phone Call – Select when making a journal entry regarding contacting the patient by telephone.

·        Reminder – Select to set a reminder to contact the patient.

·        Miscellaneous – Select to record any other type of contact with the patient.

4.   From the Prov/Staff list, select the provider or staff member assigned to the journal type you selected.

Note: If you are using passwords, the default is set to the user who logged in and prevents you from selecting another provider or staff member.

5.   If necessary, do one or more of the following:

·        Change the date from the default current date.

·        Change the time from the default current time.

6.   Type a description of the journal entry.

7.   Type a note containing the subject of and reason for the journal entry.

8.   To edit the note, do one or more of the following:

·        Cut, copy, or paste text – Select the text that you want to cut, copy, or paste, and then click the corresponding button.

·        Insert a date line – Click the point of insertion, and then click the Insert Date Line toolbar button.

·        Check spelling – Click the Check Spelling toolbar button.

·        Change font size – Click the Display Font Size toolbar button, and then click the desired option: X-Large, Large, Medium, Small (default).

9.   Click OK.