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sliding scale

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  • Ayelette

    Hi Lauren,

    Thank you for reaching out directly to our team. I see that my colleague Maddy was able to provide assistance.

    To summarize, here's how you can create a default service code rate for a client:

    1. On the client's profile, click Edit > Billing and Insurance.
    2. At the bottom of the page, under Client Default Services, select the relevant service > enter the custom Rate Per Unit > enter a modifier (if you have enabled modifiers for your practice).
    3. Click Save Client.

    Note that this change will apply to appointments created after you make the change. If you have a recurring appointment series for the client, we recommend deleting the remaining future appointments and recreating them so that the new custom service code and modifier are applied.

    For more information, feel free to check out this Help Center guide: Setting a default service code and custom rate for a client.

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