# Billing call 10/06/21 ###### tags: `Meeting` Discussion points: - FR_demo.Updated - specify logic when to add the tag (first, last, DOB, gender), do not add a tag if address or middle initial - Client only - Elva - Some of the clients have client-bill-only rule and they are going to Draft. It is still possible to move them to claim.prepare and this is an issue. Add warning and prohibit rerouting client case to insurance if client has client-bill-only rule. Two places will be affected: Case re-route and invoice (adjustment) ## Tasks ### Priority tasks: Client billing: Stas: - [x] Cross-client payment allocation - [x] Credit note enhancements and fixes Vitaly: - [ ] Add ability to mark fully adjusted invoices as paid - [x] Add two reasons to change a client during the adjustment: 1. Update the Reroute to correct client reason to ‘Reroute to correct client invoice’ and Default route: client.draft 2. Add new reason: Reroute to correct client & bill insurance. Default route: claim.prepare. Comment: Bill Insurance. - [x] Add warning and prohibit rerouting client case to insurance if client has client-bill-only rule. Two places will be affected: Case re-route and invoice (adjustment) - [x] Client and payer notes separation (boxes should have different colors) FR import: - [x] Exclude MRN, address, middle name comparison from FR_demo.Updated tag setting logic (Jamie reported the issue) - [ ] Underline demo descr in FR result - [x] Contains filter for FR results - [ ] Upload docs: add zoom and rotation for docs - [ ] Upload docs: capture user info who confirmed a batch - [x] Note icon in timeline: fill the icon with color - [ ] Mark FR results with updated pt info (use FR-returned new marker for this) ![](https://i.imgur.com/ed5fvIF.png) - [ ] Show client id and name in cases history (timeline)+alert about client change - [x] Load new ICD-10 codes: Effective-10-1-2021 - [ ] Create new service + ICD-10 validations+client schedules - [ ] non-coved related test is coming (PCP stand-alone) - [ ] give an option to sort by any column in amd export - [ ] add MSP code to coverage and amd export