WebPT Ideas and Discovery

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Attaching Documents to manual payments

When I manually enter a payment I am not able to attach the documentation to that payment. It would be extremely helpful to be able to attach this for multiple reasons. 1) you will always be able to bring up the EOB for that payment without going through multiple documents to try and find it. 2) Less of a paper trail. 3) Less of an uploaded file to anyone's desk top. I am sure there are multiple other reasons as well.

  • Guest
  • Feb 6 2023
  • Future Consideration
  • Attach files

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