Create invoice after signing the progress note
Allow me to create the invoice after signing my progress note so I can complete both actions in one step rather than having to go into the client's ledger.
4
votes
AdminBritney Star
(Admin, theranest)
shared this idea
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Austin Rogers
commented
Right now if I add a claim to awaiting submission, I have to navigate back to the client and then to notes and then open a note and put the date. I would like to open that note from the claim line on the ledger or be able to do the note and then go directly to the claim to simplify the workflow.