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Billing Plan Assigned Section

Customizing a benefit plan's information overwrites that plan's information for that client only.

Before You Begin

  • A guarantor record must be filed before the Billing Plan Assigned section can be edited.

  • Yes must be selected in the Customize Guarantor Plan field (Guarantor Information section) to access this section.

  1. In the Billing Plan Assigned section click Add Billing Plan.
    The Customize Plan screen displays.

  2. Select the plan's covered charge categories.

  3. Enter information that defines how liability is distributed to the guarantor.

 

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