Skip to main content

Billing 2.0 - How to Set Up Favorites, Presets, and HMO Claim Rates in Quick Bill [BETA]

Make billing faster! Learn how to set up Favorites, Preset Fees, and HMO Claim Rates in Quick Bill.

SeriousMD Team avatar
Written by SeriousMD Team
Updated this week

⚙️ Set Up Billing Defaults

Set a Consultation Preset Fee

  • Go to Settings > Billing Settings > General Settings

  • Open Quick Bill Presets

  • Enter your fee and Save


⭐ Manage Favorite Services

✅ Favorite an Existing Service

  • Go to Billing & HMO > Catalog

  • Click the ⭐ next to a service

➕ Add a New Favorite Service

  • Go to Billing & HMO > Catalog > Add New Service

  • Fill in the details

  • Toggle Add to Favorites for Quick Bill

  • Click Submit


🏥 Set HMO Claim Rates

Set a Default HMO Preset

  • Go to Settings > Billing > General Settings

  • Scroll to Quick Bill Settings

  • Select Advanced Setup

  • Select a ⭐ favorite item for Consultation and HMO Preset

  • Click Save

📃 Add/Edit Claim Rates

  • Go to Billing and HMO Page > Catalog Tab

  • Select your chosen Consultation Catalog Item Preset

  • Click on the Edit button

  • Select Add HMO Rates and Claims

  • Input Claimable Amount, Copay, RVS Code

  • Click Done

  • Click Save


Now, your preset fee will auto-fill whenever you use Quick Bill—one less step to worry about! ✨

Did this answer your question?