Separate Billing Notes

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Taycina Brady

• August 01, 2022 20:39

I was hoping that we could add or find a way to have a separate area for billing notes specifically without having access to client or session notes. I don't need to see notes about a session, however I do have some billing issues that I need to keep track of in the client's chart. Is there a way to add this or am I missing where it is?

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  Kelly Michaels

  • January 26, 2023 18:32

  This would be extremely helpful in maintaining billing records.  

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