Using 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. The user is then returned to the Billing Review screen.

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