Have post it note info displayed on the | WebPT Ideas and Discovery

Have post it note info displayed on the insurance invoicing screen for each patient.

I usually put a note in the patient's post it note section if I need to add tax. When I'm scrubbing claims I need to open each patients profile to see this info. It would be helpful to have it displayed in the insurance invoicing box like it is on the client payments section. This would speed up the claim scrubbing as well as prevent having to open up the notes for a particular date of service. For example, the user could add a note in the post it section that says "Add Tax. DOS 11/7 on hold due to no auth" that would display in the invoicing box. I've attached an idea of what I'm suggesting.

Therabill.jpg

Guest
Nov 7 2018
Future Consideration

Comments (3)

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Guest commented

3 Sep, 2021 04:40pm

Has this been looked into? It looks like this suggestion was from 2 years ago with no updates???

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Guest commented

1 Sep, 2020 03:19pm

This would be really helpful

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Guest commented

12 Jun, 2019 07:25pm

I agree with this comment/idea!

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Have post it note info displayed on the insurance invoicing screen for each patient.

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Have post it note info displayed on the insurance invoicing screen for each patient.

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