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 ...

• Statement History/View Patient Statements & Notifications

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

• 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 Dashboard Overview

  Encounter Dashboard Overview Access the Encounter Dashboard Select the Encounter Number link on the Patient Dashboard, or Enter an e + Encounter number (e12345) in the Navigation Shortcut box. You can go to the Patient Dashboard from the Encounter ...

• Customize the Encounter by Status Panel (Claim Status)

  The Encounter by Status Panel can be customized by moving and/or adding Claim Statuses. Change the Order of the Claim Statuses On the Libraries screen, select the Claim Status button. Change the order the Statuses appear in the Encounters by Status ...