The ability to track and document detailed information about insurance claims is essential for efficient claims management. You can now add, save, and view notes associated with ERA line items.

This guide provides step-by-step instructions on how to add notes to both 'View by check' and 'View by line item' views within the ERA tab.

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How to Add a Note

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View by Check

Go to the ‘Insurance ERA’ tab and switch to the ‘View by check’ view.

Find the check line item you want to add a note to and select the 3-dot menu next to the check.

Select ‘Add Note’ from the options.

The ‘Claim Note’ pop-up will display, type your note in the provided text field.

Select ‘Save’ to store the note on the selected line item.

The note will now appear in the 'Notes' column.

If you don't want to save, select ‘Cancel’ to exit without saving any changes.

View by Line Item

Switch to the ‘View by line item’ view in the ‘Insurance ERA’ tab.

Locate the line item where you wish to add a note, and select on the 3-dot menu next to the line item.

Select ‘Add Note’.

In the pop-up window, enter your note in the text box.

Select ‘Save’ to add the note. It will now show in the 'Notes' column and can also be viewed in the pop-up window.

Select ‘Cancel’ if you don’t wish to save the note.

Managing Notes and Version History

• Editing Notes: When editing a note, the current text box will be editable.

• View Version History: Selecting the ‘View Version History’ button to view all past versions of the note for that specific item in a disabled state for reference.

The history notes will display usernames, dates, and times of when the note was created or edited.

• Hide Version History: If users no longer need to view previous versions, they can select ‘Hide Version History’ to return to the current note.

Notes:

Hover-Over Info: Quickly view the latest note details, including the last edit time, editor, and note content by hovering over any note in the 'Notes' column.

Consistency Across Views: Both "View by check" and "View by line item" follow the same process for adding and managing notes.