Releasing October 26th, 2022
Service Dates in Statements
Line Item
Line item service dates are displayed for the line items on patient statements in the following manner:
- Line item from date - Line item to date
- If one of the dates is empty, then the nonempty date is displayed
- If both the dates are empty, then the encounter level service dates are displayed
Add Notes
One-time note
The list of icons on the left side of the Patient dashboard display "only" when you search for the patient. The icons listed is designed specifically relates to the patient.
| PP stands for: | Patient Payment |
| IP stands for: | Insurance Payment |
| PF stands for: | Patient Funds |
| PS stands for: | Print Statements |
| SQ stands for: | Statement Queue |
When adding a note, search for your patient at the top. Click on the icon PS on the left side of the Patient Dashboard.
Select the "Show note in the statement" checkbox and type your note in the text box below it.
Click Save.
Permanent note
Select the "Permanent note" checkbox and type your note in the text box below it.
Click Save.
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