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Why is a Client/Client contact not showing as an option when selecting a Billing Contact?

AlayaCareAlex
AlayaCareAlex Administrator admin
edited January 5 in Billing FAQs

Check out this short video:

For a detailed written breakdown, see below:

Check to see if a main phone number has been added to the client contact. In AlayaCare, for a client contact to show as an option for Billing Contact, their main phone is needed. 

To add a phone number to a client contact, visit the Client Profile > Coordination > Contacts. Click Edit for any contact to update their information, add a main phone number, and then click Save.  

💡 Support Tip: You can troubleshoot the issues explored in this post in your staging environment

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If issue is not resolved after going through the steps in this guide, please search through Zendesk articles or have your super user submit a Zendesk ticket.

For a full list of FAQs related to Billing, check out this post.

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