Use contact notes, to schedule reminders for follow-up collection calls, calls about insurance delays, and any other activities that require further action at a later date. These reminders are entered in the Contact Note window with a reminder date and are displayed in the Contact Notes report. It is recommended that you print this report daily, typically with the other end-of-day printouts.
To get the most current Contact Note information, use the Contact Expert. See Using the Contact Expert for more information.
To enter a contact note:
In the Patient Window, select Workspace > Contact Notes. The Contact Notes tab is displayed.
Click New. The Contact Note Entry window is displayed.
From the drop-down list in the Note Type field, select the type of note.
From the drop-down list in the Method field, select the method of contact.
In the Reminder field, type a reminder date.
If the Reminder Date is left at 00/00/0000 and you run the Contact Notes report by reminder date rather than note date, the ledger note does not display in the Contact Notes report.
In the Note field, type the contact note.
Click Ok.
You can also copy a contact note to another patient's record by selecting the note and clicking Copy. The Patient Search window is displayed. Select the patient, and Contact Note Entry window for that patient is displayed with the note.