⚙️ 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! ✨