Signed note creates a claim | Voters

Signed note creates a claim

Sara Ruckenbrod

I can not bill until note is complete. I would love for it to auto generate a draft claim when the note is complete.

August 15, 2022

Allyson Smith

YES YES YES!!!

Kim Lapo, LSCSW

That would be wonderful to be able to create a process to generate a draft claim once a note is locked. We would need to be able to specify the name of the note. Game changer!

Sara Ruckenbrod

Or even a filter when doing bulk claim creation that has "note locked" would work. I can not use the bulk claim creation all because of this issue

Christopher Callahan

I'm in the same situation. Currently the list of Eligible Appointments can be generated, but it does me no good until the note is complete, which required manually checking each one. If a filter option was added for the note status (like under List->Notes->Locked) it would be a huge improvement.