Automatically copy to encounter notes when sending patients invoices | Voters

Automatically copy to encounter notes when sending patients invoices

Allison Lee

When sending an invoice to the patient (via cortico invoicing page), it should automatically copy to the encounter notes

March 26, 2026

Constant Leung

This would absolutely streamline the private billing workflow. Further, if cortico could automatically add the square invoice unique id into the encounter notes as soon as payment is received, along with a prefix (eg: SQUARE Invoice unique ID (#RFSGAsdf) - we could then search for these invoices in the encounter notes easily. Thank you!