If your practice oncharges clients for identity verification, you can configure the FYI integration to automatically create a disbursement each time a verification is completed. This removes the need to manually record charges and ensures every completed verification is billed accurately.
Before enabling disbursements in Annature, you'll need to create a dedicated disbursement rate in FYI for ID verification. FYI has its own support guide on how to create rates — Managing Rates for Time and Disbursements.
When setting up your rate, the dollar amount should reflect what you want to charge the client per verification. Some practices set this to match what they pay to Annature, while others apply a markup — that's entirely up to you. The key is to have a rate that's clearly dedicated to ID verification so it's easy to select and identify.
Once your rate exists in FYI, you can select it from within your Annature integration settings.
In Annature, go to Settings then Integrations.
Open your FYI integration settings.
From the Rates dropdown, choose the ID verification rate you created in FYI.
Save your changes.
From this point on, every time an ID verification is completed, we'll automatically create a disbursement against the client in FYI using the rate you selected. The disbursement will be named Annature with the notes set to Annature ID verification.
Everything else — the rate amount, the billing structure — is driven by what you've configured in FYI. We don't apply any additional configuration on the Annature side.
Notes: Disbursements are created automatically on completion of the verification. If you need to adjust the rate or disable disbursements, you can update your selection at any time in your FYI integration settings in Annature.
