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.

All Patients

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

1. Hover the cursor on the Account tab and select Provider Settings. 
2. Select the MedicalBilling tab.

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

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

        5. Select Update Entire Profile.

A Single Patient

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

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

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

         4. Select the drop-down menu and set the default payment profile.

        5. Once selected, press Save Demographics.