To create a note in your system for a specific reason, go to Account Code List from the Lists Menu:
You will then choose New Code or hit F8:
You will then see this screen, give your note a name, a description and change your type to Note:
To get your note to print on the statement, you will want to click the “Print on Statement” box:
You will then save changes:
To add a note to your system that you will use in billing, within the ledger highlight the charge to which you wish to attach the Note:
Click “Add Note” at the left:
Once you “Add Note” you will see a place to do a drop-down, do that and pick the appropriate note:
Once you choose your note, it will appear in the ledger with the date that you choose to the left:
Once the Note is in the system, you can double-click on it and add further information:
If you have questions regarding this functionality of TotalMD, please contact our support or training departments at 800-613-7597 Option 2 for Support or Option 3 for Training. If you would like a printable copy of this article, please contact Training at Option 3.