Populate authorization on the invoice based on the date of service
Have the authorization populate on the invoice based on the appointment date of service. Sometimes I may create an invoice for a past appointment and the insurance has changed.
Allow me to create the invoice after signing my progress note so I can complete both actions in one step rather than having to go into the client's ledger.
Guest
almost 2 years ago
in Notes & Cases
2
Future consideration
Add ability to invoice half and quarter unit increments
For service codes we really need to have unit increments starting at .25. We could then then chose "bill .5 units" each time this service is performed.
We need this for .5u .25u .75u 1u all the way to 2u's. I hope this happens soon! Thank you!!
Create a feature that allows my clients to journal any thoughts they may have about sessions and progress and allow them to share their journal entries with the provider(s) assigned to their case.