Adding contact notes

You can add a contact note to a patient to record a conversation.

To add a note

1.   On the Notes tab, click the Contact Notes side tab.

 

2.   Click the Add icon .

A new contact note is added to the list.

3.   By default, the Date you are creating the contact note is automatically entered, but you can click the date to change it.

4.   For the contact note, type a Subject; or select one from the list: Appointment Cancel, Appointment Confirm, Bounced Check, Broken Appointment, Call - Post Op, Call - Pre Op, Collections, Insurance Claim, Insurance Coverage, Lab Work, Medical Prescription, Needs Appointment, Recall - Due, Recall - Overdue, or Response to Inquiry.

5.   For the contact note, type your initials, or the initials of the office member who spoke to the patient, in the Contact field.

6.   For the contact note, type specific details about your portion of the conversation in the What You Said field to help you recall, or for others to know, the details of the conversation.

7.   For the contact note, type the patient's portion of the conversation in the Patient Response field.

8.   To delete the contact note automatically on a certain date, enter that date in the Terminate field in a mm/dd/yyyy format.

 

Need more help?

You can visit our website, contact OMSVision Customer Support, or suggest a new feature or improvement on User Voice.