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Creating Billing Narratives

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Written by Huzayfah Patel
Updated over 3 months ago

Please follow the steps below to add new groups and narrative items within each group:

  1. When on a billing screen, click Load Narrative.

  2. If you already have bill narratives saved, then clear the Group/Name/Narrative Text field.

  3. Enter details into Group/Name/Narrative then click Save.

  4. You will then see Narrative Group and Narrative Items are created.

To add Narrative items to an existing group:

  1. Make sure the Group you wish to Add a narrative to is highlighted.

  2. Click Add.

  3. When asked β€˜Do you want to use the current narrative as a template?, click No.

  4. Complete Name and Narrative Text fields.

  5. Click Save.

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