Adding account notes

You can enter an account note into a patient's record as needed.

To add an account note

1. 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.

   

2. ClickTap the icon to display the Account Note window.

   Note: If the icon is blue , a note already exists.

   

3. Enter the current date and the text of the note.

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

4. ClickTap Save.

   The account note icon is now blue , indicating that there is a note associated with this patient's account. 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.