Account notes

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Any information may be entered into the notes page to assist in managing the account. Some examples are:

 

changes of address,
attempts to contact the patient by telephone, or
explanations by the patient of late payment and when payment might be expected.

 

To assist in organising the notes chronologically, a date stamp function has been provided to insert the current date when entering notes.

 

NotesPage

If accounts are created on a Palm or Pocket PC handheld computer, and subsequently imported into Access Anaesthetics, the import time and any import errors will be shown in the Comments field. A button has been provided to quickly remove these import notes without removing any other notes you may have entered manually.

 

Where there are notes stored in a particular account, the notes page will be labelled 'Notes +++' to quickly alert the user to the fact that notes exist. If there are no notes, the label will simply show 'Notes'.

 

The notes will be printed on the Followup Worksheet, a report which is designed to assist in the process of telephoning patients who have accounts overdue. Print the Followup Worksheet from the List of Accounts screen.