Version 14.19

Overview

Claim notes can be made on claims in:

• The Patient Chart
• The Post Bulk Payment window
• The Claims (A/R) tab of the Billing Center

Once claim notes are made on a claim, they will show in all places where the claim can be worked on. 

Create a Claim Note from the Patient Chart

1. Navigate to the Patient Chart: Clinical, Billing, or Practice Management tab > Patient Chart button. 
2. Search for and select the patient.
3. Click Claims in the Window Navigation Panel.
4. Double-click on the claim number for the claim that needs a claim note.
5. The Claim Details window opens containing some of the claim details.

1. In the Claim Note field, enter your claim note. It is recommended to include the date and your initials.
2. Click the Save button to save your note.
3. Close the Claim Details window.
4. The claim note is now displayed on the claim. You can double-click on the date of service again to either edit the note or remove the claim note by deleting the text.

Create a Claim Note from Post Bulk Payments

1. Navigate to Bulk Payments: Billing tab > Bulk Payments.
2. Use the Quick Pick claim # field to search for the claim number. The claim information displays, including the Claim Note field. Here you can see the same claim note that was entered for the claim or add a new claim note. If you do not use the Quick Pick claim # field to search for a specific claim, multiple claims may display for the patient. You must click the line with the claim number to see the note for that specific claim.

1. To apply a the date/timestamp to this note, click the Timestamp button located in the blue ribbon and right-click to paste it after the claim note. 

Create a Claim Note from the Claims (A/R) Tab in the Billing Center

1. Navigate to the Billing Center: Billing tab > Billing Center button.
2. Click the Claims (A/R) tab.
3. Select the stage in which the claim is displayed.
4. Select the claim that needs a claim note.
5. In the Claim Note column, you can see current claim notes and enter a free-text claim note.

1. Click out of the field to another line item to save the note.

Version 14.10

Path: Smart Toolbar > Account button

Overview

To create claim notes for billing purposes, a user can accomplish this task in:

• The Patient Account
• The Post Bulk Payment window
• The Claims+AR tab in the Billing Center

Claim notes created in the Patient Account will appear in the Claims+AR tab, and same way when claims notes are created in the Claims+AR tab, the notes will appear in the Patient Account.

Create a Claim Note from the Patient Account

1. Click the Patient Account button on the Smart Toolbar.

Smart Toolbar: Account

1. Search for the Patient the user wishes to create a claim note .
2. Click the Claims tab .
3. Double-click on the claim number for the Date of Service in which you desire to leave a specific note to the particular date of service in which the user is working on.
4. The Claim Details window will open. This will give you a free form field to put an editable note on your claim, once you add your note.

1. Click OK to save and close.
2. You now have a claim note on your patient's date of service. You can double-click on the date of service again to either edit the note, or completely remove the claim note.

Create a Claim Note from Post Bulk Payments

1. Click Post Bulk Payment located under Activities in the main toolbar.
2. As you post your check, you cn utilize the Claim note field to make notations on the respective claim number listed below it.
3. You can apply a Stamp to this note using the button on the smart toolbar and clicking paste after the note. 

Create a Claim Note from Claims+AR Tab in the Billing Center

1. Click the Billing button on the Smart Toolbar.

Smart Toolbar: Billing

1. Click on the Claims+AR tab.
2. Locate a claim that you wish to leave a claim note.
3. The last column on the Claims+AR tab, the user will be able to input a Claim Note in the free form text field.

1. Optional: User may use the Blue Stamp on the smart tool bar to Time/Date stamp who wrote the note and when.

1. Click on the Blue Stamp .
2. Left Click in Claim Note Field once.

3. Right Click and select Paste to Time/Date stamp who wrote the note and when.

1. Click out of the field to another line item to Save note.