Permissions: Must have Billing Permissions.
The Client Billing Notes section is a great place to add any extra billing information such as, a balance from a previous EHR, Deductible information, etc.
Client Billing Notes live on the Client's Bill to & Insurance Info tab. Only staff with Billing permissions can access this box. The box does not have a character limit.
- Locate Client and open Client Profile.
- Click Bill To & Insurance Info tab.
- Enter appropriate notes in Client Billing Notes section.
- Click Save Billing Info button.