Remark

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 IndexThe Master Person Index (MPI) stores information on each person entered into AmkaiOffice, regardless of the role assigned to the person or the module from which the person was entered into the database. The MPI stores names and other demographic data such as addresses, phone numbers, contact information, Social Security Numbers, Dates of Birth, etc..

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:

To create a Remark

  1. Click the plus sign icon to the right of the Remarks field on the Remark Home dialog. The Remark Editor dialogRemark Editor dialog appears.

  2. 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.

  3. 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:

    • CommentComment

      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.

    • ImportantImportant

      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.

    • NoteNote

      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.

    • ResolvedResolved

      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.

  1. Choose one of the following options for creating a Remark:
    • Type a note in the free text field. OR
    • Select a pre-written notepre-written note from the Remark drop-down list. If you do not see a note you need in the drop-down list, you can add a new one to the dictionary by clicking Alt + d.

      Pre-written Remarks can also be edited once added to the Text field

  2. (Optional) Use the Follow-up drop-down to select a follow-up date. Selecting a follow-up date enables you to print a manual task list by printing the Remarks Reports.  
  3. Select the Shared check box to make the entry visible (but not editable) to other Business Entities within the Business Group. Shared notes are read-only in the other Business Entities. If your organization is not part of an enterprise database this field will not be activated.
  4. Click one of the following options:
    • OKOK

      Click OK to save the Remark.

    • CancelCancel

      Click Cancel to discard your changes and return to Remark Home.

  5. The Remark you created now appears listed in the Remarks section of the Remark Home dialog. Select the Remark to preview the full text in the field at the bottom of the dialog.
  6. Remarks created in the RCM (Revenue Cycle Management) module do not automatically display on the Remark Home dialog. To view these Remarks, click the View RCM Comments check box. Only users with specific security settings will be able to check this box to view the RCM Comments.

Additional options available on the Remark Home dialog

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.

 

Related Topics

  1. About the Scheduling Grid
  2. Demographics

 

 

©2024 Surgical Information Systems. All Rights Reserved.