Patient Account Master - Patient Notes Panel

Use the Patient Notes Panel to store unlimited Patient Notes and Messages. You can review them at any time with the click of the “Notes” menu item.  Simply click the green date .  The table following the window example describes the Patient Notes Panel for Patient Account Master.

Tip:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

1.  Click to select the patient name listed on the EPM Desktop.

2.  Or, to search for the appropriate patient, click Search Accounts from the Desktop.

3.  Click Notes Tab.

 

Patient Account Master - Patient Notes Panel Example:

Patient Notes Panel Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

YourFieldName withlink

TextTextText.  (up to 6 characters) (7.2 numeric) (mmddccyy - slashes and century optional) DeleteOne

To update the new or changed information, click Save or press [ENTER].

Keyboard shortcut:  [ALT + s]

 CAUTION

To avoid losing data, you must save new or changed records.

To view all of the existing YourRecordNames, click Search.  From the Search list you can select the record to change or delete.

Keyboard shortcut:  [ALT + r]

To display an existing YourRecordName, enter the KeyFieldCodeID and click Retrieve, or press [ENTER].

Keyboard shortcut:  [ALT + t]

YourFieldName withlink

TextTextText.  (up to 6 characters) (7.2 numeric) (mmddccyy - slashes and century optional) DeleteOne