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WebABA P&G Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Oct 12, 2023

Removing Signatures/Batch Invoicing

Hello, Suggestion: It would be ideal if we did not have to remove signatures from progress notes or delete invoices in order to update an appointment service type. Is there a way to just have the update cross over into the already signed progress note or over into an existing invoice that has not been added to "await submit" (totally understand that this cannot apply if the invoice is already in "await submit"). This would be super helpful so that we are not losing original signatures and dates, this is critical to the medical record. It would also be helpful to not have everyone involved having to back track for such a small change. If its an Admin level change/update we should not have to engage clinicians unless necessary, as they are busy taking care of clients. The need to involve clinicians should be an option and not a requirement for a small change. We would like to minimize the Admin activity for all clinicians. Also, the option to change a service type within an invoice just like we already have the option to change the place of service within an invoice would be great. Making this available at invoice level would be a game changer. Thanx Lynn B
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  • Guest
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    Oct 18, 2023
    It would be nice if we did not have to remove signatures just to make a change to an appointment or invoice. Keeping the original signature should be most important and should not be compromised when possible. Ideally, if we had the option to make the change and that change is updated on the progress note without removing the signature or maybe having the choice to keep the signature or remove it would be great as long as the updates are synced to the note since most times the necessary changes are at appointment/invoice level, rather than the actual documentation level.