Patient Notes

The functionality on the Patient Notes section (Patient > General) offers the same functionality described in the Home page. On this page there are minor differences, as follows:

 

1. Users can sort by Date, Conversation, and Priority. The Conversation mode allows users to view all replies to the original message. Refer to the Conversation Mode section of the Communications Message Center topic for further details.

2. The Patient column does not display while an Internal column is visible. Notes with an encircled checkmark icon indicate that the Note is Internal (only applicable within the Agency.

3. Use the New button to add a new Patient note in the Patient Notes section. Refer to the Creating a Patient Note section below for instructions.

 

Patient Notes Section

 

Creating a Patient Note

The Patient Notes functionality allows Payers and Providers to easily communicate regarding a specific Patient and any aspects of the Patient’s care. Complete the steps below to create a Patient Note.

 

Step	Action
1	Navigate to Patient > Patient Search and select a Patient.
2	Click the General link on the Index.
3	Scroll to the Notes section to review all Notes pertaining to the Patient. Click the New button to create a new Note.
4	The New Message window opens. The From, From Office, Payer, and Patient fields are pre-populated by the system, according to the Patient’s information. Complete the remaining fields, as seen in the following image and described in the table below. Patient - New Message The Reason and Note fields are required (as denoted with a red asterisk). Click the Send button to send the message.   Field Description Internal Note By default, No is selected. Select Yes if the Note is applicable only within the Agency (not shared with the Payer). Reason* Select the “reason” or topic of the Note. Values for this dropdown are setup by the Payer (may vary from Patient to Patient). Refer to the Internal Patient Note Reasons for Linked Contracts section below. Note* Enter the communication to send to the Payer. Email to Enter an email address in this field to send the note directly to the specified address. Priority By default, Normal is selected. Select High if the Note is of an urgent matter. Priority messages are denoted with a red alert symbol. Attach File Click button and follow the system prompts to attach a supporting document to the Note. A paperclip icon indicates an attachment.
5	A confirmation window alerts of a successful send. Click Close to exit. Note: For this example, an Internal note was created. The confirmation alerts that this Note is not shared with the Payer.

 

The Note appears in the Patient’s General page, as illustrated below.

Newly Created Patient Note

 

Internal Patient Note Reasons for Linked Contracts

Selecting Yes in the Internal Note field when creating a Patient Note provides a list of Reasons defined by the Provider (via the Patient General Notes Reasons Reference Table).

Patient General Page: Internal Note

Selecting No in the Internal Note field provides Note Reasons defined by the Payer under the Reasons field (via the Notes Reasons Reference Table).

Patient General Notes: New Non-Internal Note

Note: This functionality also applies to the Notes section in the Communications Message Center page.