If a line item is not billable then it cannot go on an invoice, nor any attached notes or instructions. Making Notes marked public is necessary if you want to guarantee they print on invoice, but the notes will also print up in the billable section of the invoice which is not too pretty and you must remember to mark it public (and there is no option for auto marking of it as public). Alternatively, if you create a billable treatment ie: "Discharge Instructions" (even though it has a 0.00 price, it can be posted because it is still Blue) to appear on the invoice and in the CID in the medical history. Then right click on the Treatment "Discharge Instructions" and click Doctor's Instructions. Place your instructions in the blue note field. Advantages are that this will always print at bottom of the Invoice under Doctor's Instructions, as long as you put this billable treatment in before posting and it does not have to be marked Public (no option for that even in lower right corner like on regular Note). Only thing is the same about both options is you must put the line item in before posting, and with both methods the line item the Public Note or Doctor's Instructions must be billable (no Q Action Code). The Notes marked public are visible on the CID in the medical history. The Doctor's Instructions will Not, but still print or will go out on emailed invoices, and will be visible on the Patient Chart (printed or viewed - clipboard) but not on the CID in the medical history. Third method for Instructions is to right click over the Patient and select Instructions. These Invoice Instructions for each Patient will also appear at the bottom of the Invoice under Invoice Instructions for "name of pet". With these you must remember to not only get these into the history before posting and before the Invoice prints or they will be stuck there until the patient's next visit...yuk. Once the Invoice prints, these Invoice Instructions will spill into the medical history as the last item posted after the invoice actually prints. If you do not print but only email, these Invoice Instructions do not empty into the medical history properly...yuk. If you print all Invoices at posting, this is usually not a problem.
