Connecting Billing Profiles and Appointment Profiles

You can easily connect billing profiles to appointment profiles, allowing you populate both appointment and billing information in one click. 

Once you have created both a billing profile and an appointment profile you can connect them so that when you schedule and appointment it will also populate the billing codes associated with the appointment.  

 

1. To connect the two, go to Schedule > Appointment Profiles

Schedule_Appointment_Profiles.png

 

2.  Under the Billing Profile column header, you can see the profile connected to the Appointment Profile.  Click Edit to open the appointment info. 

Schedule_Appointment_Profiles_Edit.png

 

3. Select the profile you need from the Billing Profile menu. 

Appt_Profile_Edit_Billing_Profile.png

 

4. Click Save when finished. 

Appt_Profile_Edit_Billing_Profile_Save.png

 

5. Select the desired Appointment Profile from the Profile dropdown in the menu and Save.  The appointment and billing information connected to the profile will populate the appointment window. 

Schedule_Appointment_Profile.png 

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