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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jul 26, 2022

Print invoice with linked progress notes in one PDF

When I print an invoice, allow me to also print any linked progress notes with the invoice line items and have it all generate as one PDF.
App Type TheraNest App
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  • Guest
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    Jul 24, 2022
    Every month, we have to pull notes for each client and generate invoices (from our other billing software at this time) then combine the notes and invoice into one PDF before emailing to the payer. It would be great to be able to generate an invoice and automatically print the associated progress notes for each line item as subsequent pages in the Invoice PDF.