Don't allow me to invoice upcoming appointments as this can lead to incorrect charges if the invoice is created and the client doesn't keep the appointment.
We have had issues with an invoice being generated before an appointment has been marked KEPT and this invoice also prevents changing the status. Not being able to change the status to KEPT also prevents the progress note from being signed.
This is a compliance risk to permit billing to insurance when an appointment has not been confirmed as KEPT. Please fix this ASAP.
We should not be able to invoice either as this is often the step prior to collecting a copay.
We have had issues with an invoice being generated before an appointment has been marked KEPT and this invoice also prevents changing the status. Not being able to change the status to KEPT also prevents the progress note from being signed.