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2) Edit the Funder Information. Select the appropriate Service Line(s) and complete all required fields:
Please Note that leaving required fields incomplete will show as 'missing billing information' and may impact scheduling of the client, depending on your funder set up.
*Authorized Release of Information, Date, Authorized Payment, Relationship to, Insurance Subscriber, Sex, and Insurance ID# are required fields.
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- If you select 'self' in "Relationship to" field, the client name, address, and gender will auto-fill if completed on the client demographics page.
OPTIONAL: ADD IN CLIENT BENEFIT INFORMATION
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- Clients can have multiple different funders and each funder can be marked as 'primary', 'secondary', or 'tertiary'.
- Clients must have a funder in order to use Funder Reports, enter Authorizations and (depending on your funder settings)-schedule appointments.
Need Help? Contact us at Support@rethinkbh.com
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