Populate demographics information from Client Details/Additional Details tabs on Client Forms
After adding Demographics on the Client Details and Additional Details tabs, populate the Demographics information on Client Assessments, Notes, and Forms.
When adding goals and selecting interventions, the interventions appear in a drop-down list and once selected, can't be edited. After I select the intervention, allow me to edit it so I can customize it to reflect my client.
Jana Santiago
almost 5 years ago
in Notes & Cases
5
Future consideration
When insurance claims are accepted but not ERA received in the billing tab due to paper checks or offline payment, it causes a two step process. First, you have to accept payment in the client ledger and then you have to go into the billing sectio...