Add a Customized Note to a Patient or Encounter that Prints on a Statement

You can send one, unique Custom Note on a per Patient basis when sending Electronic Statements through Output Solutions.  If you add a Statement Note to an Encounter, once it is paid in full, the Note will no longer print on a Statement.

1. System Setting: STMTNOTES

• Related Articles

• Patient Note Panel

  Patient Note Panel Types of Notes Alert: An alert displays as a pop-up on the selected screen that must be closed to proceed. Billing Note: A Billing Note displays in the Note Panel on the Patient and/or the Encounter Dashboard. Contact Log: Use the ...

• Patient Dashboard Notes Panel

  Coming soon in Release 4.10 Patient Dashboard Notes Overview Notes Overview Users can manually add Notes on the Patient Dashboard, and some Notes that are added in other areas in the System can also be seen here. The System also creates Notes when ...

• Add/Register a New Patient

  A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...

• Encounter Notes Panel

  Encounter Notes Panel Encounter Notes can be added on the Encounter Dashboard in the Notes Panel. Types of Notes Alert: An alert displays as a pop-up on the selected screen that must be closed to proceed. Billing Note: A Billing Note displays in the ...

• Statement History/View Patient Statements & Notifications

  Statements > History > Guarantor number > Statements/Notification History Panel OR Patient Dashboard > Select the Guarantor's Name > Statement/Notification History A list of all Statements and Notifications is viewable on the Statement/Invoice Batch ...