Setting Up a Client's Default Rates
In addition to setting up a professional's default rates across all clients, you can also set up different rates for specific clients from within their client profiles.
Step 1: Navigate to the desired client's profile, and click on the Default Rates tab on the left-hand side.
Step 2: Select the CPT codes for this client from the list and click "Add"
Step 3: Enter the default quantity and default rate for each CPT code selected.
Step 4: Press "Save Changes"
If the professional assigned to this client already has default rates configured, the rates entered for the client will override them.
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