PERMISSIONS REQUIRED: Clinic Staff must have Administrator, Billing Assistant, Billing Manager, Clinical Director, Front Office, Operations Manager, PTA, Staff Therapist, or Therapy Student assigned in order to manage some of the features in Charges & Documentation.
Working with the Charges and Documentation Dialog
The Charges and Documentation screen is divided into two halves. The left half contains the retrieval filter, which pulls a list of visits that meet a certain criteria (i.e. needing notes or charges). The right half contains the information concerning the currently selected visit.