To add an internal note about a transaction that will be visible to all users at your practice, please follow these steps:
- Search for and select the patient you wish to add a note about in the dashboard
- Select the “Transaction ID #” that you want to add the note too.
- Scroll to the bottom of the page and select “Add Note” on the left side.
- Type in your desired note
- Click the “Save Note” button. Your user name will appear next to the note that you wrote.