Overview
You can add notes to your PM Software, Clearinghouse, External Systems, and Payers to keep track of important details.
- Pending Remittance Advice – Need a quick way to remember which payments are pending a remittance advice? Jot it down!
- Portal Access Issues – Record login failures or system outages.
- Contact Information – Save direct numbers for reps or key departments.
Add Note
1. Select 'Add Note.'
2. Enter your note, then, select 'Save.'