How Do I Update the Default Payment Profile?

 

There are two ways of setting a default payment profile.

  1. Set the default payment profile in general for all patients.
  2. Set the default payment profile for a particular patient.

 

 

Now, let us see how to set the default payment profile in general for all of your patients:

 

1. Hover the cursor on Account tab and select Account Settings.

 

2. Click on the Medical Billing tab.

Screen_Shot_2020-10-22_at_10.50.13_AM.png

 

3. Under the Miscellaneous heading, look for Default Patient Payment Profile.

Screen_Shot_2020-10-22_at_10.52.04_AM.png

 

4. Click on the drop down and select the desired payment profile.  Available choices include: Cash, Insurance, Insurance Out of Network, Auto Accident, and Workers' Comp.

 

Screen_Shot_2020-10-22_at_10.54.25_AM.png

 

 

5. Once selected, click on Update Entire Profile.

 

Screen_Shot_2020-10-22_at_10.56.37_AM.png

 

 

Now, let us see how to set the default payment profile for a particular patient.

 

 

1. Open the patient demographics for whom you would like to set the default payment profile.

 

2. Click on the Important tab.

 

 

3. Please scroll down and find Payment Profile.  It is in the last section of options, just above the blue Save Demographics button.

 

4. Click on the drop down and select the default payment profile.

 

5. Once selected, click on Save Demographics.

 

 

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