Use the Remark functionality to make a note at the Account level. Unlike an Appointment note, which only shows when a user hovers over the paper clip symbol on an appointment on the Scheduling Grid, or a Daily Note, which shows on the Scheduling Grid when the module is opened, a Remark is viewable across modules.
The Remark functionality is most often used during the Billing process; for example, a collector may create a Remark to document collection calls. (See RCM Remark dialog.) Remarks that you label, "Important," will appear as a pop-up message each time the Patient is selected from the Master Person Index .
Accessing the Remark Functionality
Remarks are read, edited and created using the Remark Home dialogRemark Home dialog. The screen displays basic demographic information for the selected patient along with any aging amounts for charges currently on file for the account and any existing Remarks. Place the cursor on a dollar amount to see how approximately how long overdue the amount is. Click the following links to learn how to access the Remark Home dialog from the following modules:
Right-click the appointment and select Remark from the menu.
Click Remark from the Sheet Bar or from the Demographic screen, click on the Remark iconRemark icon
Click the Remark iconRemark icon in the upper right corner of the Case screen.
From the Patient Ledger screen, click the Remark icon in the Patient Info sectionPatient Info section. Click here to learn how to navigate to the Patient Ledger.
To create a Remark
Click the plus sign icon to the right of the Remarks field on the Remark Home dialog. The Remark Editor dialogRemark Editor dialog appears.
Select the appropriate CategoryCategory for the note from the drop-down or click Alt + d in the field to access the Remark Category dictionary, where you can add, edit or activate items. It is recommended that the Categories follow the work flow in your organization. Examples would be Scheduling, Insurance Verification, Pre Certification, Collection Follow-up, Physician’s Office Notes, and Insurance Correspondence,
The Remarks Report can be sorted by Category so that information on similar topics can be grouped together. Categories are often set up based on key functions such as Scheduling, Verification, Insurance, and Collections.
Select a Type for the note from the drop-down list. The Remark List report enables you to filter Remarks by Type. Click the link for each Type Field listed below for more information:
Selecting Comment will provide a way to categorize Remarks for reporting purposes. For instance, you could label internal Remarks as Comments, so that you could filter the Remark List report by Comments to see all internal Remarks.
Selecting Important makes your Remark pop up every time a user pulls up the Patient record in the system. If you want this note to stop appearing for just yourself, select the Do Not Show check box. You can also mark it Resolved in this dialog, and the pop-up will stop appearing for all users. Once a remark is Resolved, the Type of remark will change from comment, important, or note, to Resolved.
This is the most typical Remark type. A Remark labeled as a Note will not appear automatically each time the patient record is pulled up as it would if it were labeled Important.
This option can be used to indicate that an ongoing issue has been resolved. Changing an Important Note to Resolved stops it from appearing each time the Patient record is pulled up.
Pre-written Remarks can also be edited once added to the Text field
Click OK to save the Remark.
Click Cancel to discard your changes and return to Remark Home.
Additional options available on the Remark Home dialog
Click OK to save the Remark.
Click Cancel to discard your changes and return to Remark Home.
Note: A Remark often contains information critical to successfully processing claims, so be very careful about deleting Remarks. Once they are deleted, there is no way to retrieve them.
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