Follow the steps below to create new billing-related tasks:
- Go to Setup.
- Click Billing Related Tasks.
- Click Add.
- Enter a task title such as, "Chart review/reference/annotation" or "Discussion of medications."
- Optional: Enable the task for messaging
- 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.
- Click Save.