You just found out that one of your patients has lost her job and will have difficulty paying his dental bills. With Easy Dental, you can create an Account Note to document the patient’s financial situation. Account notes are applicable to all family members and can be viewed from the patient’s Accounts module.

To add an account note for a patient, do the following:

  1. With a patient selected in the Accounts module, click the Account Notes button (or enter ALT + N on the keyboard).
  2. In the Account Note text field, click the Insert Dateline button to include the date the note was created, and enter the text of the note.

For additional information, read the Entering Account Notes in Easy Dental Help.