If your organization needs to track grants and scholarships for clients you can do that by configuring a client's billing settings in TherapyMate.
Begin by adding the name of the scholarship or grant organization in the Practice's main settings in Insurance Companies and Other Providers area. Treat the organization as if they were an insurance provider so you can assign them to the client's billing settings in later steps.
Here is an example:
After you have entered the organization, go to the client's chart and add the organization to the client's insurance billing settings. Select the name of the grant or scholarship organization from the provider name drop down.
If the client is responsible for a portion of the fees, add that to the co-pay box so it gets added automatically to each invoice as a patient charge. The billing method could be configure to a custom method in the Practices main settings if desire or just choose one of the generic options like "insurance billing". Fill out the rest of the page like you normally would. If their isn't a client number or reference number to put in the Insured's ID box put "None".
Click update when done.
Return to the client's insurance billing settings page and click on the name of the provider name you just added. Look at the bottom of the page now. You will see an area to add more information about the Grant or Scholarship. Click the + Add button to begin.
Fill out the following page:
You can add what the patient is responsible for, if any, the amount the provider will pay, a tracking #, start date and end date. Plus any other comments that would be helpful. Click re iUpdate when done.
Here is the completed example:
Now schedule the client like you would any other insurance client.