How do I add a billing notes to the patient’s appointment?

To add a billing note to the patient's appointment, please follow the instructions outlined below:

1. Hover over the "Billing" tab and select "Live Claims Feed".

2. Search for a patient in the "Patient" search field and click on the visit date to which you want to add the note.

3. On this screen, enter the note in the "Billing Notes" field and click on the blue plus "+" icon to save your note. The note will get added and it stamps the user-name, date and time.

 

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