Adding funders into your company account is a critical component of your Rethink platform. In order to add funders to your account, you first want to ensure your Service Lines and Services are entered appropriately. For more information on this step please refer to our resource guide on Understanding Service Lines and Services.
Adding Funders to your Company Account
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).
CLICK "SAVE" when finished.