Skilled Nursing Facilities

Adding General Notes 

After a general note is entered on the resident's chart with a collections note type, it appears on the resident's collections outstanding account(s). This is helpful when working on a collections outstanding account to remain on one page and see all related notes. In addition, the general notes entered from the collection outstanding account flow to the notes section of the resident's chart. This ensures the capture of all pertinent information from both the resident chart and from the collections module.

Note

You must first create a Note Type in general notes organization setup and select Collections View to appear when creating general notes. 

General notes created from the resident chart in notes flow to all of the resident's collections outstanding accounts.

  1. Do one of the following:

    • Admin > Collections > Edit Collection Account > General Notes.

    • Management Console > Operations > A/R Collections > Edit Collection Account > General Notes.

  2. Click New Note.