Before You Begin
Ensure you have access to edit Intake Opportunities in your CRM system.
Steps
Navigate to the patient's Intake Opportunity
Open the specific patient record you want to designate as a scholarship patient.
Locate the Payment Method field
Find the Payment Method field within the Intake Opportunity details.
Set the Payment Method appropriately
Select the scholarship option from the Payment Method dropdown to designate this patient as a scholarship patient.
Save your changes
Ensure the changes are saved to the patient record.
Verification / Expected Result
Once marked as a scholarship patient through the Payment Method field, this patient will be excluded from dashboard reports when the "exclude scholarships" option is enabled on the dashboard.
💡 Important Note
The scholarship designation is controlled by the Payment Method field on the Intake Opportunity, not through dashboard settings. The dashboard settings only control whether scholarship patients are included or excluded from reports.
Related Resources
For questions about dashboard reporting options or other CRM functionality, contact support for additional assistance.