Adding procedure notes

You can use procedure notes to add clarification to a completed procedure. Ledger procedure notes are directly linked to Patient Chart procedure notes and are generally used to note clinical information about the procedure, rather than financial data.

To add a procedure note

1.   With a patient selected in the Ledger, double-click the transaction that you want to add a note to.

The Edit or Delete Procedure dialog box appears.

2.   Type a note in the Notes text box, and then click OK.