Decouple invoice editing from signed clinical notes

Allow users with Billing/Admin permissions to edit or correct client invoices without unlocking, modifying, or otherwise affecting the clinician's signed clinical note. Currently, making a correction or update to a client's invoice appears to require the clinician's already-signed note to be unlocked first. Billing staff may need to make changes such as correcting invoice information, updating billing details, or resolving billing issues after a clinician has already completed and signed their documentation. Since these changes are administrative rather than clinical, invoice editing should be handled independently from the signed note. Ideally:

  • Clinicians' signed notes would remain locked and unchanged.

  • Admin users could make necessary invoice and billing corrections.

This separation would allow administrative and billing staff to complete their responsibilities without requiring clinicians to reopen finalized clinical documentation.

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Upvoters
Status

In Review

Board
💡

Feature Request

Tags

High Priority

Date

About 1 hour ago

Author

Cristinalyn Floransa

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