How do I record billing for a session before signing a note?

Functionality was built so you can add your patients' billing right when you are composing the note, facilitating the billing process. Read on to learn more. 

1. To do this, make sure to check the box next to "Record billing info," and it'll allow you to enter the billing info.

2. You can also record a payment (if applicable). Click on "Sign." The billing transaction and payment will be added once your note is signed. 

Check the steps in this article to learn how to generate an invoice automatically when signing a note.

If you have any questions, please contact us.

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