Skilled Nursing Facilities

Contents

Creating General Notes

Business Office Managers and others on the financial team can document conversations, financial decisions, collections detail, and actions for a resident. General Notes provide a practical tool to record general information within the resident record. The note remains in the resident's record unless you delete it. However, notes can be sorted to view by 7, 14 or 30 days.

Note

General Note Types need to be added before you create General Notes.

  1.  Admin > Resident Chart > Notes.

  2. Click New Note.

  3. Verify or select Effective Date and Time.

  4. Select Note Type.

  5. Enter Note Text. You can type up to 1,000 characters in the Note Text box.

  • You can hover over the effective date of the note and see creation or revision date and time, and who created or revised the note.