Bulk Claim Notes

Release September 10, 2021

We now have the feature to add bulk notes on a patient's claims!

HOW TO:

This can be found inside the patient's account on the claims tab:

You will want to use the checkboxes on the left of the claims to select the dates of service you are adding a note to (or click the top box to select them all):

From the drop-down, click on Option 8: Add a Claim Note:

The page will refresh with the claim note options. You will have access to your quick texts as well! (Article:)

Then click on the toggle if you would like to add a follow-up date to these claims:

Click submit:

Please email support@heno.io or Use Contact Us with any questions regarding this.