Permissions: You must have Administrator Permissions or higher.
As an Administrator you can set the default Place of Service for all Staff on all Invoices and Notes.
NOTE: The 02 Place of Service for Telehealth Appointments will override the Default billing place of service when Automatically Set Telehealth session place of service on invoice & progress notes is selected. The place of service can be changed in the appointment settings.
The invoice must be linked to an appointment in order for the Default Place of Service to populate on the invoice. If the appointment is not linked Office (11) will populate as the default regardless of the Organization Setting.
- Click the Organization tab in the navigation bar, then select Settings from the drop-down.
- Click the Default billing place of service drop-down and select desired Place of Service.
- Select Automatically Set Telehealth session place of service on invoice & progress notes for Therapists subscribed to Telehealth.
- Click Save Changes.