How to view patient notes in the financial file module?

The Patient Notes feature in the Financial File module of the Apollo Dashboard simplifies managing and reviewing financial notes related to individual patients.

Here's how to view and manage patient notes:

Step 1: Log into the Apollo Dashboard
Access the Apollo Dashboard by logging in with your credentials.

Step 2: Go to Patient > Manage Patients
Navigate to the "Patient" section in the main menu and select "Manage Patients."

Step 3: Search for the Patient
Use the search function on the Manage Patients page to find the patient by name or patient number.

Step 4: Access Patient Details
Click on the patient’s name to go to their information page.

Step 5: Select Billing Form Information
On the patient’s information page, select "Billing Form Information" from the Related Tasks section.

Step 6: Add and Review Billing Notes
In the Billing Form Information section, add or review notes formatted for the Financial File Notes module.

Step 7: Access the Financial File
Return to the main menu. Click on "File," then select "Financial File," and choose "NOTES."

Step 8: Apply Filters to View Patient Notes
On the Notes page, apply filters such as Patient Name, Office, Clinician, or sort options to narrow down the notes.

Step 9: Generate the Report
Click "Print Report" or "Review Result" to generate the report.

Step 10: View the Report
The filtered patient notes will be displayed in the report for your review.