Using Billing Notes

Track communication with clients and their payors regarding claims and accounts.


About Billing Notes

 

Creating Multiple Types of Billing Notes

Go to: BillingTracker > Settings > Billing Note Type Setup.

Creating a Billing Note on a Patient Account

Go to: Billing Account > {select patient} > Notes tab > click on Create Note.

The Note Types that you configured in the Billing Note Type Set-Up will appear in the dropdown.

Editing a Billing Note

To edit a Billing Note, double-click on the appropriate note to open. As long as the note is not locked, you will be able to edit the note. 

Deleting a Billing Note

To delete a Billing Note, double-click on the appropriate note to open. As long as the note is not locked, you can Delete and Save

Sending the Billing Note in a message

Click on Message and the system opens an email with the Billing Note showing in the body of the message.

Viewing the Audit Log

Click on Export to open and view the Audit log

Viewing Active and Deleted Notes

To view notes, double-click on the appropriate note to open. The Billing Notes tab will display an asterisk if there are deleted notes to view. You can view deleted notes as well by placing a checkmark in the Show Deleted box at the bottom of the form. 

Setting a Reminder from a Billing Note

Click on Reminder to create a reminder for yourself. 

Billing Note Automations Settings > Billing Note Automations

 

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