Under Swords > Apollo Plus Dashboard, there are many options for you to exclude specific payment profiles and offices from inclusion with monthly charges and show on the RCM Export to the vendors.
This would be used when we are not doing work on a particular type of appointment (i.e. cash, worker's comp, auto accident) and we will not take a % of the collections.
- Navigate to Swords > Apollo Plus Dashboard
- Pull up the client you are working on
- Scroll over to the right and click on the pencil icon
- From there, select the Billing (red box) tab and click on Exclusion Editor (blue box)
Once inside the Exclusion Editor - you can choose which payment profile, office, etc. to exclude from the monthly A+ invoice calculations and the RCM Export that goes to the billing vendors daily.
There is also a log at the bottom of the screen where you can verify that what you entered was saved and is exactly what you want to exclude.
