How to Set a Client's Default Fee Program

When invoices are created the system will pre-fill as much information as possible based on the healthcare service, provider and if the client has a default fee program set.

A clients default fee program can be set in two places

• Editing their client details
• From an intake

Setting the Default Fee Program from Client Details

To set or update a clients default fee program from their details, please take these steps:

1. Locate the client on All Clients or My Clients
2. Click on their name to open their profile
3. Click on edit client details in the upper right
   
   
4. Go to the Coverage and Insurance section

   

5. Select the appropriate fee program from the Default Fee Program dropdown

   

6. Click Save

Setting the Default Fee Program from an Intake

To set or update a clients default fee program from their intake, please take these steps:

1. Open their intake either from Intakes or from their profile
2. Open the Fees tab

   

3. Click Edit

   

4. Select the appropriate fee program from the default fee program dropdown

   

5. Click Save