New Client/Payer Default Billing Options

Every Client and Payer in Hometrak Companion will have a unique set of Billing Options applied to their profile. These options affect how a Client's hours are billed and whether they are billed for any extra charges applied to schedules.

Each Payer's options may be independently configured, and the default template for these options for newly added Clients or Payers is configured in the Agency Office Module.

NOTE: Changing these options in Agency Office will not update options on any existing Clients or Payers, only new Clients and Payers added after the change.

For a complete list of the billing options and their meanings see Client/Payer Billing Options.