You are able to add an Info Line to a procedure transaction within the manage account screen. When posting any payment an info line will automatically be added with info on how the payment was received (Cash, Check, e.g.). Additional info lines could be used to explain any other important information like notes on who made the payment or who received the payment for example.
Select Patient > Manage Account.
Use the Search field to search through your patients or insured.
Place a check in the “Include inactive patients” box to include inactive patients in your search results.
Select the Patient.
Under Transaction Listing locate the DOS the procedure is under and click the expand arrow.
Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.
Select the Procedure Code.
Click the Add Info Line button.
Did you know you can customize the list of info lines available within CMD? Visit our Custom Info Lines Help Article for detailed steps on how to customize your info lines.
Select new Info Line from the list. Or select Custom to enter your own info line.
Enter the Received Date.
Place a check in the box to copy this info line to all charges on this claim.