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