How do I make a quick communication type note?

All users and clients should have the non-billable case management bill code added at set-up. This is a good example of how this code could be used. Select this code and make a note just like normal. 

More on Billing Codes is here.

If you cannot find what you need in this article, please contact Support (email) or call 877.334.8512 ext. 3.

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