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Include clinical notes from templates when invoicing estimates in Customers - Estimates

Description

The changes for included support add clinical notes associated with top level templates to the patients history when invoicing estimates in the Visit editor.
This needs to be expanded to:

  • include clinical notes from top-level templates when invoicing estimates in Customers - Estimates

  • include clinical notes from top-level templates when invoicing in Customers - Charges

Estimates and invoices in the Customers workspaces may have multiple patients, so clinical notes need to:

  • be added to each affected patient

  • create Visits for a patient if they do not have one

Environment

Status

Assignee

Tim Anderson

Reporter

Tim Anderson

Components

Fix versions

Priority

Minor