Linking signed notes to charge slips

When attempting to sign a charge slip, you may encounter the error:

"You cannot sign the charge slip without a signed note. Please link the signed note and try again."

This occurs when a charge slip is generated without connecting it back to the supporting clinical note. However, you do not need to recreate documentation if a note already exists.

Follow these troubleshooting steps:

  1. Open the patient's chart and locate the relevant signed clinical note.
  2. On the top menu bar of the note, hover over ''add linked''
  3. Generate the charge slip by selecting the "Charge Slip New" option from the drop-down menu.

Otherwise, find the note on the timeline and drag it under the correct session. Double-check that you are filling out a charge slip on the proper visit. 

  1. Find the right note on the timeline.
  2. Press and hold the note, then release it. The note will now become draggable.
  3. Drag the note under the session.

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