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How to Remove a Default Fee on Case Card

  • Updated

You can perform the following actions on the Case Card:

  1. Removing a Case Price List fee level
  2. Removing a Case Participant fee level

 

1. Removing a Case Price List fee level

To remove a price list set on the Case Card, head over to the Details-view, under the Default Hourly Fee's section, and click the 'Trash Can'-icon.

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The following options will appear, click Yes, and you are done.

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2. Removing a Case Participant fee level

The case participant level can be set for any case participant with any role; once set, the fee will have the information "Fee set at Case Participant Level" displayed next to it.

To remove it, head over to the Participants-view, under the Case Managers or Participants section.

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Hover your mouse cursor over the User you want, once the 'Pencil'-icon appears, click on it.

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The following dialog will appear, click the 'X'-icon.

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Click the Update Case Manager button, and you are done.

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Note:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.