Write an Account Note

Version 14.8

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.