Manage Claim Notes

Notes can be used to include any special information regarding a specific claim (e.g., follow up notes or patient interaction). Notes can be viewed by all users that have permission to access the Claim screen. Using the notes feature can help your team stay organized and up to date on general claim information or specific actions to come. 

Add, view or edit claim notes.


  1. Select Claim > Claim.

  2. Use the Search field to search for your claim.

    Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

  1. Open the claim.

  2. Click the Notes tab from the side panel.

  3. Chose to add Follow Up Notes or Patient Notes by clicking on the tab.

    The Patient Notes tab allows you to categorize your notes by: Relative Notes, Patient Notes, Claim Notes, Payment Notes, Appointment Notes, My Notes.

  1. Select one of the following actions:

    1. To add notes, click the Add Note button.

    2. To edit or view notes, click into the Note for it to open in a pop up.

  2. Click Save.


Delete claim notes.


  1. Select Claim > Claim.

  2. Use the Search field to search for your claim.

    Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

  1. Open the claim.

  2. Click the Notes tab from the side panel.

  3. Select whether to remove Follow Up Notes or Patient Notes by clicking on the tab.

  4. Click the Delete note  icon to delete any notes for this claim.

  5. Click Save.