Setting Up Required Notes

You can require staff members to enter a note when performing an adjustment, miscellaneous payment, refund, remake, and/or return. The staff member name, date and time, order number, and action performed are recorded along with the note. Required notes are displayed in the patient Notes screen and are printed on the Required Note Audit Report.

If you select Refund along with one or more other transaction types, only one note is required when the transaction results in a refund.

1. From the menu, select Preferences and then Material Orders.
2. Click Required Notes.
3. Select the check box next to each transaction type you want to require notes for.
4. Click Save.