Melinda Haynes
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Currently the Create an Invoice feature is done via the Calendar. I remember asking about this early on, but I have several staff members now and it is more confusing than I anticipated. Not everyone grasps the importance of the Calendar right away and we have some court ordered people that cancel more frequently than average.
My Biller creates invoices or superbills for cash pay and sends claims to insurance. Recently, due to some staff forgetting to update the calendar, we accidentally billed a large amount. At least one therapist was over paid because we paid her for sessions that never happened. The clean up is still happening and it's expensive as I have to pay my Biller for her time to set everything straight.
Yes, I have stressed the importance of the calendar many times but I work with humans and mistakes do happen. However, it would be helpful if invoices were pulled from signed notes rather than the calendar. OR if it could be set up so that there would be a warning "Hey, there's no note tied to this session you're about to bill."
It seems like something that should already be there as a fraud safeguard, so if it is and I'm overlooking it, please correct me and point me in the right direction. I just don't want this frustrating and embarrassing mistake to happen again. Thank you!!!