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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

Example: 80% coverage up to $400 each year

  • Set Payable to $400
  • Set Max Period Treatments to Blank
  • Set Percentage to 80
  • Click OK

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

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