For my rates, how do I "set it and forget it" for an individual patient/client?
Here's how to set your default rate for an individual patient/client
1. Go into a patient's chart through the ''Charts'' tab on your Luminello dashboard or use the ''Shortcuts'' menu on the home page.
2. Once on the patient/client's profile, click on the ''Billing'' tab.
3. From there, click on ''Settings.''
4. Under the ''Default rate table'' field, you will see all the rate tables you have previously created. Select the one you wish to use, and those rates will be used in this chart every time.
5. You will see a confirmation message once your change is done.
That's it! If you have any questions, please contact us.