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How do I adjust panel payment scheme?

To adjust the default payment scheme for an insurance/panel, go to Master List and select Customers

  1. Click Edit under the Actions column of the insurance/panel.
  2. Make sure the Group Bill is ticked and adjust the type and amount of the payment scheme. Click Save.
  3. *Payment scheme adjusted here will be the default for the specific insurance/panel for every invoice.  
  4. Alternatively, a one-time payment scheme can be adjusted at Invoice. Click Co-payment when adding the invoice. 
  5. Adjust the payment scheme and if it is not the same as the default scheme, a notification will pop up below. Click OK to confirm and proceed. 
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