How can I generate a note and an invoice without insurance billing?
Purpose:
To generate a note and an invoice without insurance billing
Procedure:
- Create a New Case and select Wellness as the Profile Type and select Self-Pay as the Case Type. This will give you what you need, and you'll be able to write a very simple SOAP note, and you can attach it to a visit type so you can input the self pay rate for this visit.
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