> ## Documentation Index > Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt > Use this file to discover all available pages before exploring further. # Add Notes to Patient, Claim, or Statements > Learn how to add patient notes, claim notes, and statement notes in Elation Billing This article provides step-by-step instructions on how to add patient notes, claim notes, and statement notes in Elation Billing. ## Overview ### What are Notes? Notes are text records attached to patients, claims, or statements. They help track important billing information and can optionally appear on patient statements. ### Why are Notes important? Notes help billing staff communicate important information about patients and claims. Statement notes allow you to include custom messages on patient billing statements. ## Workflow Instructions ### Patient-Specific Notes #### Adding a Patient Note 1. **Navigate** - Click on the **Notes** box at the bottom of a patient profile page. Patient profile navigation tabs with Notes highlighted in a red box, indicating where to click to add a patient note. #### Adding a Claim Note 1. **Navigate** - Click on the **Notes** button on either the top left of the Superbill near the patient name, or in the middle of the Superbill page. You will only see the notes button after a claim is created. You can also access notes by clicking the comment bubble in the claims manager. Claim Notes button highlighted in the Superbill toolbar, showing 1 note exists, with matching Notes icon highlighted in the top-left toolbar. *** ### Entering a Note 2. **Enter Note** - Enter the text for the note and click **SAVE**. Patient Account Notes dialog showing an empty text field (2000 char max), a Save button, and a star icon used to toggle Statement Notes. Claim Notes dialog showing an empty text entry field (2000 char max), a Save button, and an existing note by Heather S. reading "code is 99214" dated 08-12-2020. *** ### Sending a Statement Note Click on the ☆ when entering a note, or later after you've saved it, to toggle it as a **STATEMENT NOTE**. * **Patient Statement Notes** will display on the top of EVERY statement for that patient * **Claim Statement Notes** will display under the charge lines of statements and appear on ONLY statements where this balance is displayed. Once the claim is paid and not on the statement, the note will not be displayed either. Read Notes section showing a saved note dated 08-19-2020 by Heather S. marked as a Statement Note (star icon highlighted) with text "A Statement Note" *** ### Global Statement Notes (Every Patient's Statement) To create a **Global Note** that appears on every statement: 1. **Navigate** - Go to **Billing** → **Send Statements**. 2. **Open Notes** - In the upper-right, select the green Note icon. Send Statements page with a red arrow pointing to the green Note icon in the upper-right corner, used to open Global Statement Notes. 3. **Write and Save** - Write and Save the note. *** ### How Notes Appear on the Statement #### Patient Statement Notes Sample patient statement showing "Global Notes will appear here" and "Selected Patient Notes will appear Here" sections highlighted with an orange arrow, above the payment coupon. #### Claim Statement Notes Sample patient statement showing two 2023-05-26 claim lines highlighted in orange, each displaying a claim note warning about no active insurance policy on file. ## Related Articles * [Sending Statements](/articles/sending-statements) * [Add an Alert](/articles/add-an-alert) * [Add a New Patient](/articles/add-a-new-patient)