Set Default Service and Rate by Client
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Okichie Davis, LPC, LCPC, ACS, NCC
It would be immensely helpful for providers who have reduced fees or sliding scales if we could set client default rate individually in each client profile. Having to create a new pricing schedule for each client based on their specific rate and edit it any time their rate, or update each invoice manually each time to reflect the discount is updated is cumbersome and disrupts use of the auto-charge feature.
Tyson Edwards
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Tyson Edwards
in progress
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William Schroeder
Philip Abraham I would propose that IQ do this slightly differently. In the "Billing Type" drop down if you could select "sliding scale" and it would default to what was put in the "sliding scale client fee" instead of defaulting to the fee schedule, that would be helpful. The issue we have having been a private pay practice for 15 years is that our 8,000+ clients fees are all over the place. I know we can override this with the "copay" field but we are looking at adding a single insurance and this will screw up things if we do.
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Ryne Evans
Tyson Edwards can we get any update on this? This is SO needed.
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Brett H
This is already a feature under Bookings > Booking Settings > Services > Price Schedule
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William Schroeder
Brett H: This doesn't work at scale.
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Ryne Evans
AMEN to this. It is such a pain to do this via the pricing schedule