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Creating a Custom Note

 

 

To create a CUSTOM NOTE in AgencyCore you will go to the ADMIN tab and choose CUSTOM NOTE MANAGER

 

Click on CREATE NEW CUSTOM NOTE

 

Choose the type of note that you want to customize and fill in the appropriate sections.  Click SAVE.

 

The note you created will show in the list of CUSTOM NOTES.  You can EDIT or DELETE the note at anytime.

 

If you need to the note to be payable for billing purposes, go to VIEW †’ LIST †’  INSURANCE PAYOR

 

Find the insurance that you would like to add the CUSTOM NOTE to and click EDIT

 

Scroll down the page and click on ADD VISIT INFORMATION.

 

Please edit the task information to your choosing and then click SAVE & EXIT.  You will now be billable.

 

You will be able to schedule the CUSTOM NOTE like your other task, simply select the task from the drop down.