Notes

Patient notes are related specifically to the patient's financial records. They are viewed, added, and managed from the Transactions module > Notes tab. This keeps patient notes separate from a patient’s clinical chart notes. Only staff and providers with access to the Transactions module can see this information.

Tip: When necessary, you can also view, add, and manage patient contact notes and sticky notes from the Transactions module.

You can perform a variety of tasks to help you manage patient notes.

This can include:

• Add patient notes

• Edit patient notes

• Delete patient notes