Use Navigate To on the Billing Review Screen

Occasionally a visit contains exceptions that must be resolved before an invoice can be created. The Navigate To option allows users to immediately open a client profile, correct any issues and then return to the previous screen.

1. Select the visit from the results list.

2. Right click to open the drop-down menu and select Navigate to: > Client.

   

   This opens the General section of the Client’s Admission.

3. Resolve any necessary conflicts.

4. Click Save.

5. Click Close.

You then return to the Billing Review screen.