Enter search criteria to locate the desired patient.
Select Find.
All existing persons and patients that match the search criteria entered display in the Matching Records section of the window.
In the Matching Records list, double-click to open the patient.
The Patient Chart window opens.
Select the Encounters tab.
From the Encounters list on the left, open the desired encounter.
The Encounter Maintenance window opens.
Select the Billing & Collections tab.
In the Encounter Notes section, do one of the following:
To add a note, select the Open Menu icon and select New.
To modify an existing note, select the item in the list, select Open Menu, and then select Open.
The Patient Notes window opens.
In the Subject and Note Entry fields, do one of the following.
Enter a free-text subject and note.
In the User Note Description field, select one or more pre-defined notes, and then select the arrow button to add the selected notes to the Subject and Note Entry fields.
Note: These fields are required. The user note descriptions are created for each user in File Maintenance > PM System Master Files.
Select OK.
The saved note displays in the Encounter Notes section with a blue push pin icon indicating one or more notes are linked to the encounter. You can also view and access the icon and notes from the Patient Chart, Encounters tab, Notes sub-tab.
