Injury notes & the bill-history toggle
Step 1 — Open the injury's Notes section
Open the injury and scroll to Notes. This is the running log for the claim — adjuster calls, authorizations, billing instructions — all kept against the injury they belong to, rather than scattered across individual bills.
Step 2 — Add a note
Click Add note and write what you need the team to know — for example, that the adjuster accepted the claim in full and told you to bill at 100% of the fee schedule. The note lives on the claim, so it's there for every bill, current and future.
Step 3 — Flip on Display Note on Bill History
Now the key switch — Display Note on Bill History. Flip it on, and this one note shows up on the timeline of every bill filed under the injury. Save it, and it's tagged on bill history. One note, written once, surfaced everywhere it's relevant.
Step 4 — See it on a bill's history timeline
Open any bill on the claim, and there it is on the Bill History timeline, marked as an injury note — so whoever's working that bill sees the adjuster's instruction right where they need it, without ever opening the injury. The note travels with the claim's billing context, not buried in a separate screen.
Step 5 — Edit or hide the note
Notes stay editable — add an authorization number, fix a detail. And when a note no longer belongs on the bills, hide it from bill history in one click. It stays on the injury; it just drops off the timelines. So the running log stays complete even as individual entries stop being relevant to the bills.
An injury note is a claim note you write once on the injury that can ride along on every bill underneath it. It's the running log for the claim — adjuster calls, authorizations, billing instructions — and a single toggle surfaces any note on the bill-history timeline of every bill filed under the injury, so whoever's working a bill sees the instruction without ever opening the claim.