Edit Account Notes

Pages three, four, and five of the Family Editor are notes screens. There are three different types of notes, and each has a screen to itself. They are: regular account notes, the account billing note, and the account copay note.

Account Notes

The Account Note screen stores user-entered notes about the family. Every note is saved with the username of the person who entered it along with a creation date and time.

Press F4Post New Note to add a note to the account record.


Type your new note and press F1Save, or press F12 to cancel.

Learn More About Notes: The main notes screen is the same in both the Family and Patient Editors. It includes a follow-up note feature, a search field, and many other features to help you track important information about the patient or family. To learn about these features, read the Structured Notes manual.

Account Billing Note

The account billing note will appear on personal bills sent home to this family. If you have a special message for the family that must appear on their personal bill, add it to this page.

Press F6Modify Note to change the family billing message. Type the new message and press F1Save.

If this is the first time you have added a note to this family’s bills, you will need to press F4Post New Note instead of F6.

Messages For All Families: You can also add a message to all personal bills, for all families, or a specific message for current or overdue bills. Read Personal Billing and Collections to learn more.

Account Copay Note

The copay note will appear in the Charge Posting (checkout) program when a patient on this account is checked out. If you need the front desk to review important information before posting a charge for this account, enter the note here.

Press F6Modify Note to change the account copay note. Type the new message and press F1Save.

If this is the first time you have added a copay note for this family’s patients, you will need to press F4Post New Note instead of F6.

  • Last modified: August 3, 2015