Adding Office Journal entries

After you have attempted to contact or successfully contacted a patient, you can enter notes regarding the attempt and/or contact. One of the best ways to record this information is through Office Journal.

To add an Office Journal entry

In Collections Manager, do one of the following:

Select a guarantor, and then click the Office Journal button on the toolbar.

Select a guarantor, expand the File menu, and then click Office Journal.

Right-click a guarantor, and then click Office Journal.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Office Journal, Open" security right. To have a user with permission temporarily override this restriction so you can open Office Journal this one time, do the following:

On the message, click Yes.

In the Password - Office Journal, Open dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

Office Journal opens.

Add a journal entry.

Close Office Journal to return to Collections Manager.