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Learning Center / Billing and Claims Processing

7.11 How to transfer 'Charges' and 'Documents' between 'Incidents'

 

This tutorial video will demonstrate how to transfer 'Treatment or Service Charges', 'Progress Notes', and 'Documents' between 'Incidents'. Believe it or not, entering a 'Charge' under the wrong 'Incident' happens more often than you think. But you can rest assured that the process is simple and relatively similiar in every case.

 

Please note that this video does not discuss how to transfer 'Invoices' between 'Incidents'.

 

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