RxWorks

Client Screen - Notes

You can add text notes to a client file by clicking on the appropriate 'Notes' button from the Toolbar.

If there are notes entered for a client record, the 'Notes' button will be highlighted.

The 'Notes' button looks a little different from Work Area to Work Area, but they all bring you to the same window which displays tabs to enter details for:

• Client General Notes
• Temporary Account Notes
• Special Payment Notes
• Bad Debtor Notes

Adding General Client Notes

1. From the Client, Patient, Visit or Financial Work Spaces, select the NOTES button from the Toolbar.
2. Type in any relevant information.  Client notes have no specific purpose, but you can use them in reports and searches.
3. Click OK.
   

Editing General Client Notes

1. From the Client, Patient, Visit or Financial Work Spaces, select the NOTES button from the Toolbar.
2. Make changes to the client notes as necessary.
3. Click OK.
   

Deleting General Client Notes

1. From the Client, Patient, Visit or Financial Work Spaces, select the NOTES button from the Toolbar.
2. Delete the text.
3. Click OK.

Because this area contains information that will help create a better service, staff should always check a client record for highlighted buttons in the notes area and read the details.