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:
- Locate the client on All Clients or My Clients
- Click on their name to open their profile
- Click on edit client details in the upper right
- Go to the Coverage and Insurance section
- Select the appropriate fee program from the Default Fee Program dropdown
- 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:
- Open their intake either from Intakes or from their profile
- Open the Fees tab
- Click Edit
- Select the appropriate fee program from the default fee program dropdown
- Click Save