Actions Tab
A Fee Adjustment must be made on a placement anytime there is a change in the original fee, whether positive or negative. To add an adjusted fee to HA, go ...
Mon, 16 Nov, 2020 at 2:43 PM
To add a Fall Off on a placement, click on the toggle switch for Fall Off Placement, as pointed out in the figure below. The Fall Off Information box will ...
Mon, 16 Nov, 2020 at 12:24 PM
While HA will automatically associate some placements together, including fall offs and fee adjustments, there may be instances where you need to associate ...
Mon, 16 Nov, 2020 at 3:04 PM
Company transactions and retainers can easily be applied to existing placements in HA using the "Apply Retainer Balance" button pointed out in pur...
Thu, 12 Jan, 2023 at 2:17 PM