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Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Mar 27, 2023

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Create invoice after signing the progress note

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.
App Type Provider App
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    • Guest
      Reply
      |       Sep 19, 2024

      YES YES AND YES! PLEASE! THIS WOULD SAVE SOOOOOOO MUCH TIME. AFTER EVERY SINGLE NOTE I SIGN I HAVE TO GO BACK TO 'SCHEDULE', THEN CLICK THROUGH TO THE CORRECT DATE, THEN CLICK 'ADD INVOICE'....AFTER EVERY SINGLE NOTE. HOW GREAT IT WOULD BE TO JUST HAVE A 'ADD INVOICE RIGHT BELOW OR SOMEWHERE ON HTE SAME PAGE ONCE THE NOTE IS SIGNED. PLEASE!!!!!

    • Austin Rogers
      Reply
      |       May 8, 2023
      Right now if I add a claim to awaiting submission, I have to navigate back to the client and then to notes and then open a note and put the date. I would like to open that note from the claim line on the ledger or be able to do the note and then go directly to the claim to simplify the workflow.