Topics Patient Billing Notes Search:  
Introduction: By clicking the Patient Billing Notes icon, a Patient Billing Notes popup is invoked to add, display, print, or delete Patient Billing Notes. This Patient Billing Notes icon is displayed on the following screens:
  • Patient → Register → Patient Billing Notes icon
  • Appointment Schedule → Patient Information tab → Patient Billing Notes icon
  • Billing → Patient → Register → Patient Billing Notes icon
  • Claims → Edit Claims → Patient Billing Notes icon
  • Claims → Penalty Invoice → Patient Billing Notes icon
  • Claims → Unprocessed → Patient Billing Notes icon
  • Claims → Processed → By Claims → Patient Billing Notes icon
  • Claims → Processed → By Charges → Patient Billing Notes icon
  • Claims → Returned/Rejected → Patient Billing Notes icon
  • Remittance → EOB/ERA → Patient Billing Notes icon
  • Remittance → Patient Payment → Receipt → Patient Billing Notes icon
  • Remittance → Patient Payment → Copay → Patient Billing Notes icon
  • Remittance → Other Payment → Employer → Patient Billing Notes icon
  • Remittance → Other Payment → Collection → Patient Billing Notes icon
  • Remittance → Write-Off → Bulk Patient → Patient Billing Notes icon
  • Remittance → Write-Off → Bulk Insurance → Patient Billing Notes icon
  • Remittance → Misc Credit → Insurance Credit → Patient Billing Notes icon
  • Remittance → Misc Credit → Pat Item Return → Patient Billing Notes icon
  • AR/Follow-Up → Patient Account → Patient Billing Notes icon
  • AR/Follow-Up → Assigned Task → Patient Billing Notes icon
  • AR/Follow-Up → Assigned Task → (RCM Clinic) Task List Popup → Patient Billing Notes icon
  • AR/Follow-Up → Outstanding → Outstanding Claims → Task List → Patient Billing Notes icon
  • AR/Follow-Up → Outstanding → Outstanding Claims → Three-dotted → Patient Billing Notes icon
  • AR/Follow-Up → Denied → Patient Billing Notes icon
  • AR/Follow-Up → Disputed → Patient Billing Notes icon
  • AR/Follow-Up → Send to Collection → Patient Billing Notes icon

Field Description:

Notes:The Patient Billing Notes popup has a Notes field where the user can enter notes. These notes can be seen on all the above-mentioned screens where the Patient Billing Notes icon is present. On the Patient Billing Notes popup, the Close and Print buttons are disabled, and the Save button is enabled for the user. When the user adds notes and clicks the Save button, the notes are saved in separate rows, along with a Remove icon at the end of each note. The Close and Print buttons become enabled for the user. The latest four notes are available on this popup with scroll bar functionality on the side. When a note that is added exceeds three rows (including the Username, Date, and Timestamp), a scroll bar is present so that the user can scroll up and down to view the full note.

Once the notes are added and saved, if a note is incorrect or the user wants to make changes to it, they can click this Remove icon and delete the note. This Remove icon is visible to the user when hovering over a specific note's row. This icon is only visible to the logged-in user if they have added notes in the Patient Billing Notes popup. Once the note is deleted, the next most recent note is listed first on the screen. If the user wants to add more notes at the same time, the latest note is displayed at the top.

A disclaimer message in red font that reads "Clicking on the Delete icon should permanently remove the selected note from the system" is present at the bottom below the Notes column.

Action Buttons:

Close button: The user can click the Close button to close the Patient Billing Notes popup.
Print button: The user can click the Print button to print the patient billing notes from the Patient Billing Notes popup.
Save button: The user can add notes in the Notes field and click the Save button to save the notes and close the popup.