Private Pay - Sliding Scale

local_atm Private Pay is a designation that indicates a client does not have insurance and will be self paying for their sessions.

Marking a Client as Private Pay

From the Client Profile:

To do this, go to:

  • Clients (left menu)
  • Click on the client's name
  • Scroll down to the Private Pay section → beneath credit cards, above primary insurance

  • Toggle the private pay switch to enable
  • Enter the Custom / Discounted Fee
  • Click

From the Client Profile → Insurance tab

Alternatively, you can also do this under the client's 'Insurance' tab with the following steps:

  • Go to Clients
  • Click on the client's name
  • Click Insurance (top tab)

  • Under the section Insurance Claim Settings click
  • Enter the Custom / Discounted Fee
  • Click

Removing a Private Pay Designation

From the Client Profile:

To remove a client's status as private pay, navigate to the following:

  • Clients
  • Click on the client's name
  • Toggle the Private Pay option to disable

From the Client Profile → Insurance tab

Alternatively, you can also do this under the client's Insurance tab with the following steps:

  • Clients (left menu)
  • Click on the client's name
  • Click Insurance (top tab)
  • Under the section Insurance Claim Settings click

When Charting

Adjusting the private pay or sliding scale fee can be done while charting as well.

As a Provider:

  • Click Schedule (left menu)
  • Click on the appointment
  • Click
  • Adjust the discounted fee to the right of CPT Code / Units