Entering Account Summary Notes

Users are able to enter notes in Accounts | Account Summary | Notes that contain details pertaining to the selected patient's account summary. From the Notes tab, users can enter notes and view a history of previous notes that have been entered for the selected patient. Previous notes that have been entered will display in the Account Notes History grid, which contains the following columns of data.

● Active

● User— The user that entered the note.

● Created Date

● Category

● Notes

● Action

● Emailed To

● Emailed From

1. From the Main Menu, click Accounts and then select Account Summary. By default, the Patient Search menu is displayed on the left.

2. If necessary, use the Patient Search menu and select the patient you wish to add an account summary note for.

3. Select the applicable entries in the Accounts Receivable Reconciliation and Accounts Receivable grid.

4. Click the Notes tab. Ensure the correct patient entry is selected in the Selected A/R Entry grid.

5. In the New Account Note Details section, enter the desired verbiage in the Note text field.

1. Click (above the Note field) to initiate the Narrative prompt.

2. After the Narrative prompt displays, enter any applicable details in the narrative text field.

3. Check the box next to Show All Codes to populate a list of narrative options in the drop-down menu.

4. Click the drop-down menu and select an applicable narrative from the list of options.

5. Click Add Text to add any of narrative details into the Note text field.

6. Repeat steps 1-5 for any additional narratives

7. Check either the box next to Action Needed or Action Resolved to designate a status for the note.

10. Furthermore, while on the Notes tab, users can click the Email icon at the top of the screen to send details for the account summary note to another user (if Messaging is enabled in Administration | System Control).

● By default, the Subject line of the message will display the note category that is selected (e.g. "Write off").

● The body text of the message will include the following note details:

o Patient Name

o Patient ID

o Batch Date of the line item selected in the Accounts Receivable grid

o Statement From / Thru Dates

o Note Category

o Verbiage entered in the Note field

o Link to the Account Summary page for the corresponding patient (to view all notes entered on the account) will be located at the top-right of the e-mail prompt.