Adding Billing Related Tasks

Follow the steps below to create new billing-related tasks:

  1. Go to Setup.
  2. Click Billing Related Tasks.
  3. Click Add.
  4. Enter a task title such as, "Chart review/reference/annotation" or "Discussion of medications."
  5. Optional: Enable the task for messaging 
  6. Optional: Enable "Show while messaging patient" if you would like this task to automatically show when replying to a patient and add a default duration. 
  7. Click Save.

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