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Adding Funders
Go to Settings:
Select Funder from the menu at the top:
Click Add Funder to add a new funder to your account. Click View for an existing Funder, then click EDIT to set up the Billing and Scheduling Rules for that Funder:
Once you click EDIT or ADD FUNDER, make selections pertaining to the Insurance, Private Pay, or Other Funding Sources within this pop-up:
Add a Vendor ID (if applicable)
Set the Combining Billing Rules: these will be based on your funder contracts.
Set Scheduling Rules: this allows you to decide if concurrent billing should occur or what type of warnings you will or will not receive when scheduling appointments.
Choose whether to allow staff verification on expired certification.
Restrict users from scheduling on specific dates (if applicable).
Select the Coverage Type (only applicable for insurance funders).
Select Service Facility (only applicable for insurance funders).
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Click View on your applicable funder, and then select your scroll down to add a Service Line
Note: Billing-Claim/Invoice Submission Method not currently an active feature
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