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Quick Notes |
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Creating
Quick Notes can save you
time with notes that you
type in repeatedly. Quick
Notes is a new feature that
allows you to use
pre-defined note text
(user-defined by you) that
also may be edited within
each note field.
For example,
you might repeatedly type
the following on your
insurance forms:
"This is
our second request for
payment. Please pay!
Claim originally
submitted on x/x/x.
Thank you in advance for
your cooperation with
payment on this claim."
To set this
note up as a Quick Note,
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Select
Quick Note Setup
from System Stuff
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Line
Insert and type the
name that will refer to
the note
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Type the
note in the note box.
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Exit when done
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| "The simplicity of this program offers such a wide range of reports... all of which can be tailored to meet the needs of our office. Add to this a competent, caring support team... what a wonderful combination," Ms. Nancy Korytoski, Dr. Kittleson - Sonoma. |
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To use the new Quick Note,
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When you are in the note field on an
insurance form (or any other note field), press search
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If the note is empty, the Quick Note
search pop-up will appear
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If the note is not empty, hit
select for the Quick Note search pop-up
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Type the name of the Quick Note that
you want entered in the current note field
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If you can't remember the Quick
Note name, next screen or page down to
scroll through the list of Quick Notes
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The note will appear in the note box,
and it may be edited if customization is necessary.
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Editing the note once it's in a
note box won't change the original Quick Note
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