How can I record billing for a session from a note?

While composing or editing a note, you can record billing information and payments. These transactions will be added to the charts' transaction list once the note is signed. Read on to learn how. 

1. While composing or editing a note for a patient/client, check the ''Record billing info for this session'' box. 

Note: Check out this article to enable this setting as a default.

2. Enter the billing details for the session and click on ''Sign'' once your note is composed. 

If you have any questions, please contact us.

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