Notes

Three types of notes can be used in the Transactions module: patient notes, patient contact notes, and sticky notes.

  • Patient notes are related specifically to the patient's financial records. They are viewed and managed from the Notes tab.

    • Note: This keeps them separate from the patient’s clinical chart notes. Only people who have access to the Transactions module can see this information.

    Tip: Each time you add an adjustment, you should add a patient note with the reason and Trx #.

    1. Select a patient and open the Transactions module.
    2. Click the Notes tab > Transactions Notes sub-tab and review the listed records.

    3. To add a new note:
      1. Click New.
      2. Complete the Notes fields as necessary and click Add.
        3. Field Description

        Code

        If you want to specify pre-defined text, enter the patient note code or click the ellipsis to select from the Patient Note Codes window.

        Date

        This field defaults to the current date.

        If necessary, select another date from the calendar drop-down.
        Text

        If you entered a patient note code, this defaults to the selected patient note code’s text.

        If necessary, add or modify any additional note contents.

        Tip: Include any related treatment’s Trx #.
    4. To perform another task, complete any of the following:
      1. Select a listed note.
      2. Edit the fields as necessary and click Modify.
      1. Select a listed note and click Delete.
      2. When prompted, click Yes to confirm your deletion.
      1. Select a listed note, right-click and select Show History to display the Note Audit History window.
      2. Select a listed record and review the information as necessary.
      1. Select a listed note, right-click and select Print List.
      2. Select the appropriate printer settings and click Select.

       

  • Patient contact notes record and track the date, reason(s), 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.

    • They are added via the Contact Notes () icon.

  • Like the paper version, sticky notes are used to store and display small pieces of information and can be used as reminders for you or other users.

    • They are added via the Add Sticky Note () icon and display as small, numbered icons that indicate the number of notes waiting.