Viewing and editing account notes

You can quickly view an account note attached to a patient's record and edit that note as needed.

To view and edit an account note

How to get there

From the Patient menu, under Financial, select Ledger.

The patient's Ledger page displays.

Tip: You can also access the Ledger page from the patient's Overview page > Ledger widget.

Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.

How to get there

From the Patient menu, under General, select Overview.

The patient's Overview page displays.

Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
Scroll to the Ledger widget.

On a patient's Ledger page, review the name of the patient's primary guarantor and the account note icon.

Tip: You can also access the account note icon from the patient's Overview page > Ledger widget.
ClickTap the icon to display the Account Note window.

Note: If the icon is gray , a note has not been added.
Enter the current date and modify the text of the note as needed.

Tip: ClickTap Insert Date to enter the current date instead of doing it manually.
ClickTap Save.

Note: You can also access and change the note as needed from this patient's record, the patient record of this patient's primary guarantor, or the patient record of any patient who has the same primary guarantor as this patient.

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