To add notes and update the aging status for the claims in AR Ledger:

  1. Navigate to Billing > AR Ledger.
  2. Click on the 2nd tab: AR-Ledger CPT-wise.
  3. Use the filters to generate the claims list.
  4. Click on the “+” icon under the Actions column to fill in the notes. 
  5. After adding the notes, the color of the notes icon under the NT column will change to green.
     
  6. To view the added note, click on the Comment icon under the Actions column. 
  7. Alternatively, you can also select “Add Note” from the drop-down and repeat the same action as (4).