We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Write an Account Note

Version 14.19

The Billing Notes located in the patient's chart can be used to record substantial billing issues and maintain a chronology of your receivable attempts between the office and the patient and/or an insurance payer.

  1. Click the Patient Chart button.
  2. If needed, use the Search boxto locate the patient.
  3. Click Summary. The Account Summary displays.
  4. Locate the box titled Billing Notes.

  1. Double-click on the box under Billing Notes to open the Patient Register Notes and Coordination of Care. Proceed with entering the billing note for that patient. 
  2. Use the Timestamp button to add the date, time, and initials to the note.
  3. Click the Save button to Exit.


You can add @@ to the beginning of the note to make the Billing Note box appear in red. This will make it standout to any staff that may be viewing the Account Summary in the patient's chart. It will also make the note a "pop-up" note when an appointment is being scheduled for the patient.
Version 14.10

The Billing Notes located in the patient's account can be used to record substantial billing issues and maintain a chronology of your receivable attempts between the office and the patient and/or an insurance payer.

  1. Click on the Patient Account button  .
  2. If needed, use the Search boxto locate the patient.
  3. Click the Overview tab of the Patient Account.
  4. Locate the box titled Billing Notes.
  1. Double-click on the box under Billing Notes to open the Patient Register Notes and Coordination of Care. Proceed with entering the billing note for that patient. 
  2. Click the Save button to Exit.


You can add @@ to the beginning of the note. By doing so, the Billing Note box will appear in red to standout to any staff that may be viewing the patient's account.