I'm curious anyone have a better method for tracking this than in the patient transactions attached to the claim? I also just end up re-copying notes on a printed report. It would be really nice if there was a way to track follow up on outstanding claims in a way that showed up on the report.
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SoftDent has a reserved note range in the ADA list, it starts at 101001, Add a code 101001, label it **insurance Note**, add the office code IN this will be your short cut, when you follow up with a claim you can add this transaction, enter claim notes. you will now have the ability to run the transactions for a period report. this report will show your notes.
transactions for a period
enter your date range
code 101001 - 101001
Thank you for your advice! I will do that. In the future it would be nice to have a way to have notes attached to a claim that can show up on outstanding insurance report.