Pick the roster and the date
Open Billing Sheet and choose your roster. The Service Date (All Claims) at the top right applies to every claim on the sheet — set it once for the day you rounded, not per patient.
A roster loaded onto the billing sheet, one row per patient
Apply the codes
Billing Codes for this Roster applies codes across the sheet, so the common case is one action rather than eight. The roster’s saved codes are already here; add or remove for today’s particular visit. Each row then carries what’s specific to that patient:
The counter at the bottom — N of 8 patients coded — is the check that
matters. It tells you how many rows are actually billable, and the estimated
total beside it is what the day is worth.
A patient you didn’t see today simply gets no codes. Uncoded rows aren’t
submitted, so there’s no need to remove anyone from the roster for a day they
were off the floor.