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. Open the Claim Detail window for a claim.

    For more information on opening the window, go to Viewing and Editing Claim Detail.

  2. From the Actions drop-down list, select Add Note.
  3. Enter a note in the Enter Claim Notes text box.
  4. If the note is urgent, select the Display this Urgent Message on the Patient Profile check box.
  5. If the note is a follow-up note, select the Patient Followup Note check box.
  6. Click Save to save the note.

Viewing Claim Notes

  1. Open the Claim Detail window for a claim.

    For more information on opening the window, go to Viewing and Editing Claim Detail.

  2. From the Actions drop-down list, select View Notes.

    The Patient Notes window opens.

  3. To filter the notes, select your search criteria and click Search.
  4. Click Close to close the Patient Notes window.