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Please make the billing in the calendar link with the billing used in the note and the invoices



1 comment

  • Ruth

    Hi Lauren, have you locked the SOAP note prior to making the CPT Code change? Anytime you make a change to a service code from your Calendar appointment fly-out, or the client's file > Billing tab, the system should prompt you to unlock any locked Progress Notes attached and any billing documents generated for this appointment. You'll want to do these things before changing the service code for the session. Then it should appear in the Progress Note and the new Invoice generated for the appointment! 

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