How do I automate my rates practice-wide?

Read on to learn how to set a rate table as the default setting for your entire practice, or watch a video here: 

1. From your main dashboard, click on "Financial."  2. Go to the "Settings" section. 3. Scroll down to "Billing." Click on the "Default rate table" dropdown menu and select the one you wish to use, and those rates will default in all your charts.

4. You will see a success banner to confirm that your default rate table has successfully been updated.  Note: For any individual patient/client, you can override this selection by setting a unique default.

If you have any questions, please contact us.

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