To set a self-pay rate on a patient's case, go to the patient’s case then select “Add to case” under insurance coverage (if no insurance is currently assigned) or click “Edit case” in the top left of the case information.
Turn on the toggle “Cash Pay”.
Next, select Cash Pay Payment Type from the drop down menu. Self-Pay rates will auto fill based on your practice's settings.
You do have the ability to edit/alter the prefilled evaluation and follow up amounts if needed.