Chartion

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Billing grid Arrows move like Excel · Enter starts a new line · Tab off Comment starts the next one · Alt+↓ opens a list · Alt+D duplicates · Ctrl+Enter posts (undoable) · Ctrl+K for anything

Patient

Date

Code

Hours

Miles

Travel

Expense

Comment

$Total

Flags

Running total (unposted rows)

Patient Code Period Status Flag From To Search Arrows move · Enter or type to edit · Enter saves & moves down · Tab saves & moves right · Esc cancels · every save can be undone · click a header to sort

Add patient Last name First name Category Case manager Active Patient rate $/hr Rate from Patients with entries can be deactivated, never deleted. A rate change starts on its date; past entries keep their rate.

only my patients active only

Add code Code # Description Category Exclusive Active

Filter active only

Report Pay period Patient Code

Rate change Type New amount $ Effective from Note

Historical entries keep the rate in force on their service date. Changing a rate never rewrites the past.

Rate history

Data & access

Who Patient What From To Search Every change is kept permanently; nothing here can be edited or deleted.

Add user Sign-in email Name Role Active They sign in with this exact email (Google or Microsoft account). Users are deactivated, never deleted.