Based on the appointment conversation , show a section for items that will be billed.
Admin
Talkatoo Team
Aug 28, 2025
Great suggestion! We are working on incorporating the Assistant into SOAP notes and other notes, with a quick button that can check for potential invoice items, estimate items, and upsell opportunities.
I wanted to offer a suggestion for an area in the auto soap that would be called invoice items or something similar. The goal of which would be to help reduce the number of missed charges by allowing the doctor to make a list of items to be invoiced That the technicians could see when invoicing to doublecheck that nothing is missed.Thanks
Great suggestion! We are working on incorporating the Assistant into SOAP notes and other notes, with a quick button that can check for potential invoice items, estimate items, and upsell opportunities.
I wanted to offer a suggestion for an area in the auto soap that would be called invoice items or something similar. The goal of which would be to help reduce the number of missed charges by allowing the doctor to make a list of items to be invoiced That the technicians could see when invoicing to doublecheck that nothing is missed.Thanks
Dr. Tarabrella