Manage Patient Claim Notes

Notes can be used to include any special information regarding a specific 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, edit or remove 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.

3. Open the claim.

4. Locate and click on Patient Notes from the right-hand side panel.

   Categorize your notes by selecting Appointment, Claim, My, Patient, Payment,  or Notes for this Claim.

5. Select one of the following actions:

   Click the Pop-out  icon to expand your notes to see more details on each note.

   When searching for Claim Notes, Click the Pop-out  icon to allow filtering notes by date of service

   1. To add notes, click Add Note to write your message, then click Done.

   2. To edit or view existing notes, click the Note and make your changes, then click Done.

   3. To sort existing notes, click the Sort Icon and select a sorting option from the dropdown, then click Done.

   4. To remove a note, select the Note and click the Delete  icon.

      1. Undo this action by clicking the Redo  icon

6. Click .

Copy claim notes to other claims.

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.

3. Open the claim.

4. Locate and click on Patient Notes from the right-hand side panel.

   Categorize your notes by selecting Appointment, Claim, My, Patient, Payment,  or Notes for this Claim.

5. Select the note you want to copy.

6. Click the copy icon and select the unpaid claim(s) for this patient to copy the note to (by checking the corresponding box(es).

7. Click Select.

8. Click Done.

9. Click