3. The Past Notes tab will show the following information:
a. Seen date: The date when the service was rendered to the patient. Click the drop-down arrow to find the past notes from the last 3, 6, 12 months or more.
b. Type of Note: Click to select the type of note (e.g., Uploaded, Note Only, All, etc.).
c. Comments: Type the phrase/comment to find past notes containing the same phrase/comment.
d. Signed By: Click to select the provider who rendered services to the patient.
e. Signed By: Click to select the provider who signed the past notes.
f. Facility: If you've multiple facilities, click to select the facility name.
g. Outcome Assessment Graphs: Displays the graphical view of the Outcome Assessment (OA) Form filled by the patient.
h. Upload Note: Click to upload past notes.
i. Print: Click to select past notes that contain invoice details, only invoice details, or only SOAP and OA components.
j. Note: Click to view details about the subjective, objective, treatment, and treatment plan, ICD description, and ICD-10 codes within the note. The note will also include patient name, gender, and date of birth as well as facility name and address, and provider name and NPI and EIN numbers.
k. Note w/o Invoice: This note displays all the information mentioned above excluding the invoice part.
l. Invoice: Click to view the invoice details including facility name and address provider name and EIN and NPI numbers, patient name, bill date, diagnosis codes, CPT charges, total balance, patient paid amount, and more.
m. Edit: Click to edit a past note.