Adding fee schedules (for billing)

Fee schedules need to be associated with accounts prior to your being able to generate invoices. Creating item codes and fee schedules are explained in the billing section of this wiki, however he're we'll explain how to associate a fee schedule to an account.

To add a fee schedule to an account/company:

Important!: Be sure to add both a drug and an alcohol fee schedule if you'll be billing for both services.

Step 1. Open the account detail form for the account you want to add the fee schedule to.
Step 2. Go to Billing>Billing Profile
Step 3. Click the "+" icon (as shown below) and select the fee schedule from the drop down list)
add fee schedule .jpg
Step 4. Click "Save"

Your added fee schedule will not display in the grid area.