Add, update, or delete patient notes
As you're entering or processing a health claim, the Patient Notes message displays if your system is configured display it.
A Patient Notes tab is available that allows you to add, update, and delete Patient Note information.
-
While in the member's claim record, click the
Patient Notes
tab.
Add a patient note
- Click
.
- Enter the
Note
.- Select
Flag as High Priority
if you want the note to display in the Patient Notes table with aflag in front of it.
- Select
- Click
. The note that you entered displays in the Patient Notes table.
- Click
to save the information.The note information will display in the Patient Notes message the next time you access it.
Update a patient note
- Click the row in the Patient Note table containing the note to update. The fields below the table display the information for that note.
- Update the necessary fields.
- Click
and then
. The note information will display in the Patient Notes message the next time you access it.
Delete a patient note
- Click the row in the Patient Notes table to delete.
- Click
and then
. The note information will no longer display in the Patient Notes message the next time you access it.