Add Notes
One-time note
To add a note, begin by locating your patient using the search fields in the navigation bar at the top of the screen. On the left side of the Patient Dashboard, click the PS icon.
Within the Patient Dashboard, the left side displays a set of icons. These icons are only visible when accessing the patient's dashboard and are specially designed to align with the patient's unique information.
| PP | Patient Payment |
| IP | Insurance Payment |
| PF | Patient Funds |
| PS | Print Statements |
| SQ | Statement Queue |
To include a note on the statement, mark the Show note in the statement checkbox. Then, in the text box that appears below it, type your desired note.
Click Search.
Permanent note
In the Permanent Note Text Box, enter your note.
Click Save.
Service Dates in Statements
Line Item
Patient statements display line item service dates for each line item in the following way:
- Line item from date to line item to date
- If one date is missing, the other date is shown.
- If both dates are missing, the encounter level service dates are displayed.
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