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Go to your Company Account:
Select Funders from the menu on the left:
Click View for an existing Funder, then click EDIT to set up the Billing and Scheduling Rules for that Funder:
Once you click EDIT, 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 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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By default the System will bill at the contracted rate you entered for each service. It’s It’s recommended to select contracted rate even if you bill a base rate as base rate is a beta feature in the system currently.
Here is how the Rounding Rules work: (Based on ABA recommendations)
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