MENU

How to Copy a Client Fee Predefined Template

2023 CalMHSA Logo

From the Client Fee List Page, click the New icon in the toolbar. The popup window opens. Select Copy Predefined Template. Select the template in the dropdown. Select the OK […]

How to Use a Client Fee Predefined Template

2023 CalMHSA Logo

From the Client Fee List Page, click the New icon in the toolbar. The popup window opens. Select Copy Predefined Template. Select the template in the dropdown. Select the OK […]

How to Modify a Client Fee

2023 CalMHSA Logo

Select the Search icon. Type Client Fee in the Search bar. Click to select “Client Fee (My Office)” from the search results. The Client Fee list page opens. Select the […]

How to Delete a Client Fee

2023 CalMHSA Logo

While the system will let you delete a client fee, if the fee has been used in the system on services, deleting the fee could cause problems in the system. […]