Once you have created both a billing profile and an appointment profile, you can connect them. When connected, any appointment scheduled using an appointment profile, will also have the billing codes associated with the appointment populated.
- Navigate to Schedule > Appointment Profiles.
- Under the Billing Profile column header, you can see the profile connected to the Appointment Profile. Click Edit to open the appointment info.
- Select the profile you need from the Billing Profile menu.
- Click Save when finished.
- Select the desired Appointment Profile from the Profile dropdown in the menu and Save. The appointment and billing information connected to the profile will populate the appointment window.
