Statement Notes and Service Dates

Add Notes

One-time note

To include a note, start by searching for your patient using the search fields in the navigation bar at the top of the screen. Click on the PS icon on the left side of the Patient Dashboard. 

The icons displayed on the left side of the Patient Dashboard are visible exclusively while on the patient's dashboard. The icons listed are tailored specifically to correspond with the patient's information.

PP  Patient Payment 
IP  Insurance Payment 
PF  Patient Funds
PS  Print Statements
SQ  Statement Queue


Select the Show note in the statement checkbox and type your note in the text box below it. 

Click Search.

Permanent note

Permanent notes are allocated to every patient statement, regardless of whether they are manually or automatically generated.

Type your note in the Permanent Note Text Box.  

Click Save.


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


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