Accounting Comments

(Topic Last Updated On: 05/05/2010)

The Accounting Comments button at the top of the Patient Payments screen launches the Accounting Comments window, which is used to record accounting-related comments on patient records. For example, front desk and accounting personnel often use this window to record anything notable about a patient's account, verbal agreements, and/or patient behavior.

Field Descriptions

Comment Type

The type of comment being entered in this field is selected here. Available selections include 'Payment' and 'Additional Charges'.

Comment

The text of each comment is entered in this field.

Entered By

This field displays the 'Employee ID' (User ID) of the user who entered the comment, as entered for each employee on the Employee Profile screen.

Last Modified By

The field displays the full name of the user who last modified the comment.

Grid Columns

Patient ID

This column displays the patient ID of the patient for whom each comment was saved.

Date

This column displays the date on which each comment was entered.

Comment Type

This column displays 'Comment Type' selected for each comment.

Comment

This column displays the text entered for each comment.

Entered By

This column displays the 'Employee ID' (User ID) of the user who entered each comment.

Procedures

How to Enter an Accounting Comment
1.) Click on the Accounting Comments button at the top of the Patient Payments screen, or select the Comments menu item on the Other Activities menu. 2.) Click on New. 3.) Select the 'Comment Type'. 4.) Enter the comment in the 'Comment' field. 5.) Click on Save.

How to Edit an Accounting Comment
1.) Click on the Accounting Comments button at the top of the Patient Payments screen, or select the Comments menu item on the Other Activities menu. 2.) Select the comment to be edited on the grid. 3.) Click on Edit. 4.) Make changes as needed to data in the detail section of the window. 5.) Click on Save.

Considerations

Comments vs. Case Notes

It is up to each facility to decide how Comments of any type will best benefit them. Some facilities prefer to document all matters using Case Notes instead of Comments.