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Written by Some clients have an insurance company or a payer providing funding for their sessions, Nookal offers the perfect tool to manage it all.
See below how to set up the different options to save valuable time and keep track of these cases easily.
Enabling Client Funding
Client Funding allows assigning a budget to a Payer in a Case and breaks down the amounts based on Billing Categories if required.
1. Head to the Setup section.
2. Click Advanced under Extensions.
3. Enable Client Funding and click Configure.
4. To create Billing Categories for items, click Add Category.
5. Type the Category name and click Add.
6. Repeat steps 4 and 5 for each Category that needs to be created.
7. Click Save.
Once Client Funding is enabled in the account and categories are saved, a budget can be attributed to a Payer when adding them in a Case.
See Adding a Budget to a Case or Managing and Tracking a Budget for more details.