Enter and Review Encounter Visit Notes

You can add and review visit notes for an encounter in Correct Mistakes (oops).

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A visit note is a text note for a specific patient, on a specific encounter date, used for internal purposes at your practice. The note is attached to all charges for the patient on that day. You can use visit notes to record billing details or other information related to an encounter.

Add a Visit Note

As you review an account’s history, press F4 – Insurance Status or F5 – Visit Status, enter item number(s), and then press F4 – Add/Edit Note to view the Visit Notes screen for a set of charges.

On the Visit Notes screen, press F4 – Post New Note to create a new note.

Review Visit Notes

After you save a note, it will appear on the main charge history screen in oops.

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The oops screen only has room to display the top line of the note. You can use the Visit Notes screen to review the full text of the note or edit the note later.

Here are some other features to keep in mind as you use the visit notes feature:

A single note is associated with all charges for a particular visit date, for a particular patient. You can add additional notes about the visit and add followup notes and they will all be associated with all charges for that patient’s visit date.
Partner logs and displays who created or who most recently edited each note.
If two accounts are merged, or charge information changes in some other way, all notes will follow the charge and visit date with which they are associated.
You can make notes visible/invisible by pressing N – Toggle Notes. You can also make billing history items visible/invisible by pressing E – Toggle Billing History.

Learn More About the Notes Screen: When you add or edit a note, you are using Partner’s Structured Notes feature. You can search the visit note and add followup notes, just as you can in the family or patient notes screens, found in the Patient Editor (notjane) and Family Editor (fame).

Here are some related articles in Billing and Practice Management > Edit Charges and Encounter Claim Information:

Edit Encounter Charge Information and Generate a New Claim
Use the Correct Mistakes (oops) program to review an account's charge history, adjust the responsible party for a charge, change charge and encounter information, resubmit claims, and link or unlink payments. Correct Mistakes is part of PCC's under-the-hood Practice Management window (Partner).
Adjust Charge Details and Claim History (Correct Mistakes)
When you need to fix charge and claim details, change the responsible party for an encounter, or alter encounter information that appears on a claim (such as diagnoses or prior authorization numbers), use the Correct Mistakes tool in the Practice Management window. After you make changes, you can resubmit claims. You can also use oops to research the billing and payment history for each encounter on an account.
Unlink and Relink a Payment
If you post a payment and later discover the procedure or payment was a mistake, you may need to "relink" the payment to different procedure.
Edit an Encounter’s Diagnoses, Billing Provider, and Other Claim Information
Your practice can enter a diagnoses, adjust the billing provider, and add other claim information when you Post Charges in PCC EHR. If you need to make changes later (and resubmit a claim), use the Visit Status screens in Correct Mistakes (oops) in the Practice Management window. You can change diagnoses, the billing provider, and adjust other important encounter information for a charge.
Change the Responsible Party and Copay for Charges
Your practice can adjust the responsible party for a charge and edit copay amounts when you Post Charges in PCC EHR. If you find out the patient's policy has changed, you can edit the charges later in Correct Mistakes (oops), found in the Practice Management window. You can change the responsible payor for any charge on any encounter, and change the portion of the charge that is the copay.
Add an Attachment Code to a Claim
If a secondary insurance requires the EOB from the primary, or any claim requires a certificate of medical necessity, discharge summary, or other clinical documentation, you can add attachment codes to a visit’s charges, generate a unique attachment ID, and specify the attachment type and method.
Change an Encounter’s Billing Place of Service After Posting Charges
You can adjust an encounter’s place of service when you Post Charges in PCC EHR. Sometimes you need to change the billing place of service of an encounter after the charges have already been posted. Read below to learn how to change the billing place of service of a phone note, portal message, or visit […]
Change the Copay Due on a Charge
Learn how to change the copay due on a charge. You may need to do this after charges have been posted and a claim has been filed.

Add a Visit Note

Review Visit Notes

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