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Status Completed
Categories Billing
Created by Guest
Created on Dec 4, 2018

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Add a note tab to billing accounts

When viewing a billing account, add a Note tab so that I can create and store notes related to the account.
  • ADMIN RESPONSE
    Aug 24, 2024
    You can now add notes to billing accounts! When viewing a patient's billing account in the update, a new Notes tab is available which allows you to add important information about that account. Check out our release notes for more information. https://fusionwebclinic.helpscoutdocs.com/article/1038-release-notes-april-23-2019
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  • Guest
    Reply
    |     Apr 1, 2019
    Can you make a section on patient's billing accounts where you can make notes for everyone to see and reference on ?? For example, "4/1/19 Spoke with mom, they said they will pay next time they are in." This way, no one is calling them twice.
  • Guest
    Reply
    |     Feb 22, 2019
    Please add a way to label/categorize or add notes/alerts to billing accounts that are visible in the accounts tab. This would be extremely helpful for our team as multiple people handle various billing accounts. Thanks!