How to switch Insurance at Appointment Level

Switch Insurance/Service at the Appointment Level

1. Open the Schedule for the selected Client.
2. Open the Appointment you wish to work with by double-clicking on the appointment.
3. Select the Service Action tab.
   
    
4. Click Select under Service.
   
    
5. Choose another Authorized Service linked to a Funding Source and click OK.
   
    
6. Click OK.