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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.

  • Guest
  • Nov 7 2018
  • Future Consideration
  • Attach files
  • Guest commented
    September 03, 2021 16:40

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

  • Guest commented
    September 01, 2020 15:19

    This would be really helpful

  • Guest commented
    June 12, 2019 19:25

    I agree with this comment/idea!

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