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Estimate Appointment Costs in Advance

Posted By Knowledge Services On In Tips & Tricks | Comments Disabled

Benefit:

You can set more accurate expectations for your accounts receivables by setting preferred procedure codes for specific activities in gPM™. Then, you can review those estimated costs in the Appointment Expected Receivables report.

 

STEP 1

Access Scheduler Activities Configuration and configure Procedure Codes for Estimation.

STEP 2
Right click on a code to select Preferred Allowable Code and Save.
STEP 3

Run the Appointment Expected Receivables Report.