{"id":499,"date":"2019-06-06T19:09:52","date_gmt":"2019-06-06T19:09:52","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=499"},"modified":"2019-06-06T19:17:26","modified_gmt":"2019-06-06T19:17:26","slug":"auto-assign-statement-notes-medisoft-23","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/auto-assign-statement-notes-medisoft-23\/","title":{"rendered":"Auto-Assign Statement Notes"},"content":{"rendered":"\n<p>Transaction documentation now includes 3 note fields instead of 1! Users can enter notes into separate internal, statement, and other note fields. Don\u2019t worry, your existing notes are automatically moved to the new note format<br> when you upgrade. Statement and internal notes are also available in Remittance posting with Auto-Assign statement notes or the free text entry feature options so that you can enter notes without leaving the Revenue Manager workflow.  In this way, patients can have the information they need on their<br> statements. Several changes have been made to Medisoft for this feature.<br><strong><br>Updated Transaction Documentation Screen<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"899\" height=\"471\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-2.png?resize=899%2C471&#038;ssl=1\" alt=\"\" class=\"wp-image-502\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-2.png?w=899&amp;ssl=1 899w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-2.png?resize=300%2C157&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-2.png?resize=768%2C402&amp;ssl=1 768w\" sizes=\"(max-width: 899px) 100vw, 899px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>Assign Notes button<br> \u2022 User can select a pre\u2010built statement message, or<br> \u2022 Free text the statement note<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"913\" height=\"406\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-3.png?resize=913%2C406&#038;ssl=1\" alt=\"\" class=\"wp-image-503\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-3.png?w=913&amp;ssl=1 913w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-3.png?resize=300%2C133&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-3.png?resize=768%2C342&amp;ssl=1 768w\" sizes=\"(max-width: 913px) 100vw, 913px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"459\" height=\"305\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-4.png?resize=459%2C305&#038;ssl=1\" alt=\"\" class=\"wp-image-504\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-4.png?w=459&amp;ssl=1 459w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-4.png?resize=300%2C199&amp;ssl=1 300w\" sizes=\"(max-width: 459px) 100vw, 459px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>Auto\u2010assign statement note based on remittance codes<br> \u2022 User can enter statement &amp; internal notes with remittance<br> \u2022 auto\u2010assign statement message setup,<br> \u2022 Free text entry for an internal note or statement note<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"360\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-5.png?resize=1024%2C360&#038;ssl=1\" alt=\"\" class=\"wp-image-505\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-5.png?resize=1024%2C360&amp;ssl=1 1024w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-5.png?resize=300%2C106&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-5.png?resize=768%2C270&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-5.png?w=1145&amp;ssl=1 1145w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p><strong>New fields<\/strong><br> There are new fields on this screen:<\/p>\n\n\n\n<ul><li>Transaction Note: Use this for an internal note<\/li><li>Statement Note: Use this for a note that will go on the patient\u2019s\/guarantor\u2019s statement<\/li><li>Other Note: Use this for another type of note. Use the drop-down to select the type. Once you select a note type, you can enter information in the Other Note field.<\/li><\/ul>\n\n\n\n<p>Note: existing notes will be placed in the correct box when you upgrade to release 23.<\/p>\n\n\n\n<p>This screen has been updated in the following places in Medisoft:<br> \u2022 Patient and Guarantor Ledger<br> \u2022 Deposit List: Apply Payments\/Adjustments to Charges (Documentation button and Note icon)<br> \u2022 Transaction Entry<br> \u2022 Unprocessed Transactions Edit <br><strong><br>Conversion to Medisoft 23<\/strong><br>The Transaction Note and Statement Note options have been removed from the drop-down menu<br>for Other Note. During conversion to Medisoft 23, the Documentation field moves to the Transaction Note field when the Documentation Type is a T and to the Statement Note field when the Documentation Type is an S.<\/p>\n\n\n\n<p><strong>Configuration Required<\/strong><br>If you have created custom statements, including any custom Billflash statements, using Statement Notes, you must update them to use the new Statement Note field. Otherwise, statement notes will not appear on your custom statement forms.<br><br><strong>View Only Transaction Documentation screen<\/strong><br>The Transaction Documentation screen appears in a View Only mode in AR Tracker<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"728\" height=\"447\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-1.png?resize=728%2C447&#038;ssl=1\" alt=\"\" class=\"wp-image-501\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-1.png?w=728&amp;ssl=1 728w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-1.png?resize=300%2C184&amp;ssl=1 300w\" sizes=\"(max-width: 728px) 100vw, 728px\" data-recalc-dims=\"1\" \/><figcaption>Transaction Documentation (View Only)<\/figcaption><\/figure>\n\n\n\n<p>In View Only mode, the OK button is disabled, and you cannot enter or change any information.<\/p>\n\n\n\n<p><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Transaction documentation now includes 3 note fields instead of 1! Users can enter notes into separate internal, statement, and other note fields. Don\u2019t worry, your existing notes are automatically moved to the new note format when you upgrade. Statement and internal notes are also available in Remittance posting with Auto-Assign statement notes or the free &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/auto-assign-statement-notes-medisoft-23\/\"> <span class=\"screen-reader-text\">Auto-Assign Statement Notes<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":506,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":""},"categories":[10],"tags":[],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/doctor-patient.jpg?fit=4800%2C3301&ssl=1","jetpack-related-posts":[{"id":693,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-software-v25\/","url_meta":{"origin":499,"position":0},"title":"Medisoft v25 Pre-Sale is now.","author":"2kmedical","date":"October 20, 2020","format":false,"excerpt":"We are offering discounted pricing on Medisoft V25 to customers that purchase by\u00a0November 20, 2020. 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