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Billing Standard Operating Procedures Setup

Store important information such as company specific notes, insurance or contact information.

Used to explain processes or policy to users via a text-only reference. Entries can be viewed in the Billing Module from the Standard Operating Procedures icon on the menu bar.

Add: A new value can be added to the grid using the plus button on the top right.

When Add is selected, it opens the data entry for adding a new SOP selection.

Once the entry is completed, select Save to add the value to the list or Save & Add to add the value to the list and add more. Selecting Cancel will take the user back to the list of grid entries without adding a new entry.

Filter: To narrow the results of a list, begin typing the name you are searching for.

Actions:

Edit: If changes need to be made to an entry, use the edit button.
Delete: Remove an existing entry.