Add Notes to Patient Account

There are three types of notes that you can add to a Patient Account

• Patient Notes are the same as Progress Notes – use this to note anything that should be reported to the doctor. This is saved in the Patient's Document Repository
• Account Notes are for or non-medical patient notes, to relay information to fellow staff in the front or back office.  You choose which section of the application the Note will appear (Appointments, Payments, Billing, Tagging or Demographics)
• Sticky Notes are an alert for other staff members.  These will appear whenever a staff member opens the patient's Decision Tree or Electronic Chart repository.

 

To add Patient Notes:

Select Patient Notes from the Scheduling and Front Desk section of the Decision Tree

 

 

• See Access Patient Chart for more information on the using the Decision Tree

 

 

Select the button to add a New Note

 

Select the appropriate Document Section for the type of note desired.

 

 

Type the message in the space provided and click Save when complete

 

Click Microsoft Word to compose the document in Microsoft® Word

Click Spell Check to check the spelling of your document

Click Select User (if enabled) to change the Document “Owner” to another user name

Click Send as Message to create an internal system message to another system user

Click Select to choose the Note recipient, select options on the Send New Message box as appropriate and click Send.  See Send and Receive Messages for further instructions.

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To Add an Account Note

Click one of the following to open the Account Notes screen:

• The Acct Note button on the Master List screen
• The Account Note button on the Patient List screen
• The Note button on the Appointment List screen.

Click the New Note button on the Account Notes screen to open the New Account Note textbox.

Enter the text of the note in the textbox.

Click the Save button.  The note will appear in the Account Notes list.

 

 

To Edit an Account Note:

Select a note to be edited.

Click the Edit Note button.  This button will activate once there is a note listed in the Account Notes screen.

Edit the text in the Edit Account Note text box.

Click the Save button to exit the screen.

 

 

 

 

To Add a Sticky Note

Select Sticky Note from the Scheduling and Front Desk section of the Decision Tree.

 

Enter your message in the text box.

Click the Save button.

• Once a User deletes a sticky note by clicking the X icon, it will disappear from the MedInformatix system and cannot be recovered