Editing billing types

Patient settings are lists of certain types of information that can be assigned to patients' records. One such patient setting is for a guarantor's billing type. You can edit billing types as needed.

Notes:

• Editing billing types affects all locations of your organization.

• Editing billing types requires the "Manage Patient Settings" security right.

To edit a billing type

1. On the Settings menu, under Patient Care, click (or tap) Patient Settings.

   The Patient Settings page opens.

2. On the left, select Billing Type. The billing types appear in the list on the right. This list corresponds to the Billing Type list on the Basic Info tab of the Patient Information page in a guarantor's record.

   

3. Click (or tap) a billing type

   The Edit Billing Type dialog box appears.

   

4. Change any of the following options as needed:

   • Billing Type Name - A name to identify the billing type in selection lists. Changing the name affects all guarantor records with this billing type assigned.

   • Set as default - The default billing type for each new guarantor record. Changing the default billing type does not affect existing guarantor records.

     Note: This checkbox is not available if this billing type is already the default. If this is the case, to change the default billing type, set a different billing type as the new default.

5. Click (or tap) Save.