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Add a Financial Class to an Exclusion Type

  1. On the Billing Configuration practice template, expand the Exclusions panel.
  2. From the Exclusion Type grid, select the office visit type.
  3. In the field below the Financial classes grid, select the financial class that excludes that office visit type.
  4. Click Add.
  5. Select the financial class in the grid.
    All the payers within that financial class appear in the Payers in the exclusion list grid.
Add a Financial Class to an Exclusion Type