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Add a Claim Note (Fusion)


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  Permissions: You need the Billing permission to add a claim note.

If you want to record additional information about a claim for reference, you can add a note to the claim that can also be seen by other users with the Billing permission. For example, if you call the payer about a claim, you could add a note that includes the name of the representative you spoke with and any information they provided.

  1. Open the claim you want to add a note to.
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  2. Click the Notes tab.

  3. In the lower right, click the + Notes button.

  4. Type in the note you want to add.  Click Save Claim Note.
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