Entering procedure notes

You can use procedure notes to add information about the procedure directly to the procedure itself. Procedure notes may contain clinical documentation of treatment or any other information you want.

This feature is provided as a way to increase the communication between front and back office personnel.

To enter, edit, or delete a procedure note

1.   In the Accounts transaction log, double-click the procedure's description.

The Edit or Delete Procedure dialog box appears.

 

2.   In the Notes field, type the text that you want to add to the procedure.

Note: You can enter, edit, or delete a note, even if it is attached to an insurance claim, until you place the completed procedure containing the note in history.

3.   To save the information, click OK.

Note: When you change a procedure code for a transaction with an attached note, you receive a warning and are asked to delete the accompanying note, unless the note was also edited.