You can configure settings for financial categories and payers who do or do not require entries in the Skill and To Gain fields.
- Select the field under the Fin Category.
The Fin Category window opens.
- Select a financial category or select the asterisk * to apply the setting to all financial categories.
- To apply the setting to only a certain payer in the financial category, select the field under Payer Name, and then select the payer. Otherwise, the field shows an asterisk, and the setting applies to all payers in that Financial category.
- Select the option for the setting that you want to apply.
- Select Add/Update.
