Rules

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Claim Rules

Claim rules provide a way to automatically change the information that appears on a claim. A claim rule can include a Case condition that checks whether the claim's appointment is for the selected claim type.

If you want to add or edit a claim rule on your account, please contact Support.

Invoice Rules

Go to Admin → Advanced Setup → Rules and click the Invoice Rules tab to manage your clinic's invoice rules, which can be used to change some information that appears on an invoice automatically.

Working with Rules

Add a Rule

1. In the lower right, click the + Rule button.
2. Fill in the rule's basic information.
3. Click the Save Rule button.

The new rule will appear so you can manage its conditions.

Edit a Rule's Basic Information

1. Click the rule you want to edit.
2. Click the Edit Rule button.
3. Once you've made changes, click the Save Rule button.

Copy a Rule

1. To the right of the rule, click the copy icon .
2. Click the Copy Rule button.
    

Deactivate a Rule

1. To the right of the rule, click the Deactivate icon .
2. Click the Deactivate Rule button.
    

Reactivate a Rule

1. To the right of the rule, click the Reactivate icon .
2. Click the Reactivate Rule button.
    

Delete a Rule

1. To the right of the rule, click the delete icon .
2. Click the Delete Rule button.
    

Working with Conditions

Conditions determine when the rule should apply and what it will change. All rules should have at least one "If" and at least one "Then" condition. If you need assistance with conditions, please contact Support.

Add a Condition

1. Click the rule you want to work with.
2. Click the Conditions tab.
3. In the lower right, click the + If or + Then button.
4. Fill in the condition's information.
5. Click the Save Condition button.
    

Edit a Condition

1. Click the rule you want to work with.
2. Click the Conditions tab.
3. Click the condition you want to edit.
4. Once you've made changes, click the Save Condition button.
    

Delete a Condition

1. Click the rule you want to work with.
2. Click the Conditions tab.
3. To the right of the condition, click the delete icon .
4. Click the Delete Condition button.
    

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