Viewing and Adding Notes to Claims

This topic tells you how to view and add notes to claims. It includes:

Adding Notes to Claims

  1. On the top menu bar in Encompass, click Claim Management and select Claim Management.
  2. Search for the claim.

    For more information, go to Searching for Claims.

  3. In the search results list, locate the claim and click the link in the Claim # column.

    The Claim Detail screen opens.

  4. Under Claim Note, click the Add Note link.

    The Add Note window opens.

  5. Enter a note in the text box.
  6. If the note is urgent, select the Patient Urgent Note check box.
  7. If the note is a follow-up note, select the Patient Follow-up Note check box.
  8. Click Save to save the note.

Viewing Claim Notes

  1. On the top menu bar in Encompass, click Claim Management and select Claim Management.
  2. Search for the claim.

    For more information, go to Searching for Claims.

  3. In the search results list, locate the claim and click the link in the Claim # column.

    The Claim Detail screen opens. The notes are displayed under the Claim Note heading.

  4. Click Close to close the Patient Notes window.