Adding and Viewing Notes in Claims

This section explains how to add and view notes in claims in AcuityLogic Billing.

Topics include the following:

  1. Open the Claim Detail window for a claim. See To open the claim detail window.
  2. From the Actions drop-down list, select Add Note.

    The Claim Notes window opens.

  3. In the Enter Claim Notes field, enter a note.
  4. If the note is an urgent message, select the Display this Urgent Message on Patient Demographics check box.
  5. If the note is a follow-up note, select the Patient Followup Note check box.
  6. Click Save.
  1. Open the Claim Detail window for a claim. See To open the claim detail window.
  2. From the Actions drop-down list, select View Notes.

    The Patient Notes window opens.

  3. To filter notes, select your search criteria, and click Search.

Related Topics