This article instructs how to add Billing Types for the entire practice. To change or assign types to individual families, click here.
IMPORTANT: If a billing type is changed, all patients that are associated with that billing type number will also be associated with the change. Make sure you know who is on that billing type before you change them so you can put them to one you want them to have first. Also, have a good and current backup prior to making any changes.
To add a new Billing Type:
- 1. Go to Office Manager. click on Maintenance at the top, then Practice Setup, then select Definitions
- This will take you to Definitions, where the first item listed just happens to be Billing Types.
- Click into the Definition Text box and change it to what you wish to display as the Billing Types name.
- Click the Add button. This will create a new Billing type, with the name given, to the bottom of the list.
