Setting Up a Professional's Default Rates

1. Step 1: Navigate to the professional user's settings by clicking on their name in the Staff & Users list. 
   

1. Step 2: Click into the Default Rates tab on the left-hand side. 
   

1. Step 3: Select service(s) to add from the dropdown (you can select multiple services at one time). Then, click "Add." 
   

1. Step 4: Enter the default quantity (number of units) and the default rate (amount billed) for each CPT code, and press Save Changes. 

The default rates set within the Professional Settings will be overridden on a client-by-client basis if Default Rates are set up within the client's Default Rates tab. See more information about client default rates here: Setting Up Client-Specific Default Rates

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