When an attorney and a provider agree on a reduced bill—typically through email or occasionally over the phone—the agreed-upon amount is recorded in the “Promise to Pay” field. While the actual payment hasn’t been received yet, the negotiation is considered finalized.
Step 1: Access the relevant case file.
Step 2: Navigate to the ‘Finance’ tab within the provider’s section.
Step 3: Choose the desired provider and click the “Add” button. This action will open a modal titled “Promise to Pay.“
Step 4: Enter the agreed-upon reduction amount in the designated field within the pop-up and submit the form.
Step 5: The entered reduction amount can be removed by clicking the trash icon.
Step 6: A confirmation prompt will appear to verify the deletion of the “Promise to Pay.”
