Creating personalized notes for patient invoices

You can create a personalized note that displays on all invoices printed for a particular patient. You create these invoice notes by entering personalized notes in Patient Maintenance.

Steps

1.

Open the Patient Maintenance window for the patient.

If you are viewing the Billing window, and the patient is listed in the billing area, press F9 on your keyboard to quickly open the Patient Maintenance window:

2.

Click the Notes tab.

3.

In the Active Notes area, in the Print on each invoice for this patient field, enter the invoice note.

4.

Click Save and then click Exit.