Log into the system as an Agency User, Owner, or Admin.
Click Clients under the Clients menu.
Click the Edit Client icon to open the Client’s profile.
Click the Rates section.
If Client is a self-payer, click the Client is Payer button.
The system will automatically populate information from the Client’s profile.
Click the Save button to save the record, or the Reset button to reset the information in the record.
Next a new form will open where you can enter the Pay Start Date and Pay End Date, Claim number and so on.
NOTE: If this was the only Payer for this Client, the Payment Distribution would by default be Remainder.
Click the Save button to save the record, or the Cancel button to cancel the record. You can add more Payers using the Add Existing Payer or Add Payer buttons and configure their payment distributions as desired. (Such as Remainder, Monthly, Weekly, Percentage and so on)