In order to bill a patient/client, do I need to attach it to a note?
Adding a billing transaction to a patient/client does not require a note attachment. Follow these steps to learn how to add a billing transaction without attaching it to a note.
1. You can use the ''Shortcuts'' menu by selecting the chart and clicking on ''View billing'' from the ''Go to'' dropdown.
Or...
1. Go to the "Billing" section within a chart, and toggle to "All Transactions."
2. Click on "Add transaction."
3. Enter the billing details and click on "Add transaction."
Check out this article for step-by-step instructions on how to view/add/edit/delete billing transactions.
If you have any questions, please contact us.