Contacts and Memos > Using Contacts

Adding Memos to a Contact

To add a memo to a contact associated with a record:

  1. Select an option:

  2. To add a memo to a contact for a patient record:

  3. To print a contact for an insurance plan record:

  4. To add a memo to a contact for a referring doctor record:

  5. To add a memo to a contact for a provider record:

  6. To add a memo to a contact for an employer record:

  7. To add a memo to a contact for an insurance company record:

  8. To add a memo to a contact for a school record:

  9. To add a memo to a contact for a laboratory record:

  10. To add a memo to a contact for a pharmacy record:

  11. To add a memo to a contact for an account record:

  12. To add a memo to a contact for a claim record:

  13. To add a memo to a contact for a completed claim record:

  1. Select Contacts > By Date or Contacts > By Type from the Options section of the Express bar or the Options menu. The Contacts for List window is displayed.

  2. Select the contact and click Create Memo, or select Create Memo from the Options section of the Express bar or the Options menu. A message asks you whether to add a memo to the selected contact.

  3. Click Yes. The Memos window is displayed.

  4. Select the date on which to display the memo from the Appear On drop-down list.

  5. Select how frequently the memo is to display from the Frequency drop-down list.

  6. Type a message in the Message field. If the contact involves a patient or account, this information is displayed in the Patient Information and Account Information sections.

  7. Click OK.

  8. Click Close.