Claim Notes Quick Texts

**Friendly Reminder** Quick Text does not trigger the Auto Save, you will need to click Save if this is the last used in documentation.

Here are the steps to setting up your documentation:

  • Documentation > Dashboard

  • Click the Quick Texts Bubble - This is going to help make your documentation in the Evals/Progress Notes /Discharges go quicker and smoother.

  • Click Add Row
  • Select Visibility 
  • Enter Description 
  • Description: This is what the Quick Text Link is going to look like in the claim note.
  • Value: This is what is going to populate in the text box when you click you Quick Text Link. You can have full statements and partials statements.
  • Field: This is the area that the Quick Text Link is going to appear.Select Save.