How do I automate my rates for a patient/client?

Read on to learn how to set your default rate for an individual patient/client, or watch a video here: 

1. You can use the ''Shortcuts'' menu by selecting the chart and clicking on ''View billing'' from the ''Go to'' dropdown. 

Or...

1. Go to the chart, and click on the "Billing" section. 

2. Toggle to the "Settings" tab. 3. Click on the "Default rate table" drop-down. 

4. Select the rate table you want to use, and those rates will automatically update and be used in this chart every time. 

5. You will see a success banner once your change is done. 

If you have any questions, please contact us.