Account notes |
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Any information may be entered into the notes page to assist in managing the account. Some examples are:
To assist in organising the notes chronologically, a date stamp function has been provided to insert the current date when entering notes.
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. |