Add Payer to Client

Payment plans are used to track the limits that the Payer has provided to the client.

• Open Client Folder
• Click Billing Tab

• Right-click and click Add

• Select Payer
• Fill in Policy
• Fill in Insured ID
• Fill in Claim
• Click Limits Tab

• Click Default
• Right-click and click Edit OR
• Add

Example: 80% coverage up to $400 each year

• Select Resource Type if you'd like to limit a specific provider type
• Set Payable to how much the insurance company will pay
• Set Max Period Treatments to # of treatments payer allows
• Set Percentage to % coverage
• Click OK

Here's an Example: 100% coverage up to 10 sessions each year

• Set Covered to blank
• Set Max Period Treatments to 10
• Set Percentage to 100
• Click OK

• Click OK

• Click Yes