Default billing type

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Gregory Hammond

• October 05, 2022 15:39

Hi,

I would like to know if there is a setting we can change so that when you are creating a new client record the default billing type is Insurance and not Self-Pay. Sometimes we forget to change it at the beginning, and 99% of the time it should be set to Insurance, so that should be the default.

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  Sara

  • October 06, 2022 20:46

  Hi Gregory,

  Currently this default cannot be changed. I recommend voting on this idea on our Ideas and Suggestions Board: https://feedback.simplepractice.com/

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