ADD STATEMENT MESSAGES THAT YOU CAN TYPE IN AND THEN PRINT STATEMENT.
WHEN PRINTING/SENDING STATEMENTS IT WOULD BE NICE TO TYPE IN NOTES FOR INDIVIDUAL STATEMENTS. IF I NEED TO SEND A STATEMENT TO A PATIENT AND WRITE A SPECIFIC NOTE FOR THEM IT WOULD HELP TO HAVE THIS FEATURE INSTEAD OF HAVING TO WRITE IT OUT EVERY TIME. RIGHT NOW OMS ALLOWS FOR GENERAL MESSAGES ONLY.
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Thanks for the request.
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Janette Whittington (Certified Trainer) commented
Seconded. An office would like the ability to add the Special Notes they have created ahead of time, while posting checks. Currently to add a special note, you have to do so out of the posting of payments.
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Janette Whittington (Certified Trainer) commented
Training recommendation - You can actually create a list of default special notes that can be added to individual patients, that would then print on the statement. Patient info center / notes tab / special notes. I would recommend creating a default list in here to pull from. An example would be "maxed" with a description of "Your insurance has maxed out for the year. Please remit payment in full within 14 days.".