WebPT Ideas and Discovery

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Co-payment statements need to automatically be saved to "Filing"

All your other billing statements and ledgers get automatically saved to "Filing".  For some reason your co-payment statements do not.  This is a problem when I want a copayment statement saved so that the client can see it on their patient portal.  I could email the statement separately - but that defeats having all the info in one place for the patient, and it makes extra work for me when completing billing for many patients.

  • Guest
  • Sep 12 2019
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