The History tab when viewing an appointment within TherapyNotes provides a convenient location to access detailed billing information for the selected appointment. This tab is designed to help users quickly review payment details and a comprehensive history of billing-related actions, complete with user and date/time stamps.
Role Required: Practice Biller
Viewing History
- Locate the appointment for the client and click to open the appointment dialog.
- Select History from the dialog tab options.
Understanding the History Tab
The History tab contains two key sections:
Payments
This section lists all insurance and direct payments related to the appointment. Payments are displayed clearly to provide a quick overview of the financial transactions associated with the patient for this particular appointment.
Activity Log
The activity log provides a comprehensive history of billing actions related to the appointment. Each entry includes:
- The type of billing action taken.
- The user who performed the action.
- A date and time stamp for when the action occurred.
- A link related to the related payment, or claim, if applicable.
