When Progress Notes are signed and locked they will show in the “My Billing” screen. This is where you will turn the notes into charges.
NOTE: There is a 24-hour hold on all notes that have been signed. They will show in grey. You can process around these and they will remain in this queue until their hold is up.
- Go to Day to Day > My Billing.
- To turn the notes into charges you will put a check in the box to the left of the line you wish to select.
- You will click process.
- If this has processed successfully, you will see a message in green indicating a charge was created.
- If the charge does not create successfully you will be able to view the pre-edit errors.
- Once you have fixed the pre-edit errors you will process.