Patient Contact Notes

Patient contact notes record and track the date, reason, and outcome of all attempts to contact patients. When patients return calls to the institution, contact notes help users quickly understand why the patient is contacting them and what must be done for the patient.

Examples:

  • Called patient to reschedule appointment and left message.
  • Called patient about expired insurance. Patient will call back.

Patient contact notes can be added from the Patients and Transactions modules in axiUm.

Tip: If your institution uses Online Appointment Requests with prospective patients, contact notes can also be added from the Personal Planner > Online Requests tab if staff indicate that a note on a request should be included in the patient’s contact notes.

To manage contact notes:

  1. Open the applicable module and click the Contact Notes () icon to display the Patient Contact Notes window.

  2. Review the listed contact notes.
    1. Click the Clear Data () icon.
    2. Complete the fields as necessary and click the Add a new Record() icon.
      3. Field Description
      Contact Date

      Lists the current date.

      If necessary, select a different date.
      Code

      Click the ellipsis to open and select a contact note code.
      Contact Time

      Lists the current time.

      Click the arrow buttons to set a different time.
      Note Enter the detailed information, specific to the patient’s situation.

    Select a listed contact note and review the contents.

    Select the Show Deleted checkbox.

    Deleted contact notes display in the lower list in gray.

    Click the Show History () icon to display the Patient Contact Notes History window.

    Each entry in the list displays a type of change (add, edit, delete), the user who performed the change, and the date and time of the change.

    1. Select a listed note.
    2. Modify the fields as necessary and click the Modify Record () icon.
    1. Select a listed note and click the Delete Record () icon.
    2. When prompted, click Yes to confirm the deletion.