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.
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.".