Set Up Client as Payer in Client Profile?
Log into the system as an Agency User, Owner, or Admin.

Click Clients under the Clients menu.

Click the Edit Client icon to enter Client’s profile for whom a Payer needs to be added.

Click the Rates section.

Then choose to add a payer or add an existing payer (if you've already put the payer into the system)

If you are adding the payer for the first time, fill in the data as it relates to the payer

Click the Save button to save the record, and that will open the Add Client Payer window for you to configure how much this payer will pay of the client's total invoice.

NOTE: If this was the only Payer for this Client, the Payment Distribution would by default be Remainder.

Click the Save button to save the record, or the Cancel button to cancel the record. You can add more Payers using the Add Existing Payer or Add Payer buttons and configure their payment distributions as desired. (Such as Remainder, Monthly, Weekly, Percentage and so on)

How to Set Up Daily Benefit Payers?

Follow the steps above and on the Add Client Payer window, select 

Per Diem Allowance and enter the amount the person will pay per day


How to Set Up Medicaid/Insurance Billing with Client Authorization ?

Follow the steps above and on the Add Client Payer page  
Select Client Authorization from the Payment Distribution drop down list.

Then complete the fields as the relate to the client's auth.

In this example, all fields except Notes are mandatory.

  • Enter the information for the client authorization.

  • Select, "Mediciad", under the Claim File Indicator Code.

  • Select Bill Type (defaults to Weekly).

  • Click the Save button to save the record, or the Cancel button to cancel the record.


How to Set Up Monthly Benefit Payers?

Follow the initial directions above, and on the Add Client Payer Screen, select
Monthly and then enter the amount the payer is going to pay per month.

  • Click Add Payer to create another Payer profile. You may select up to five different Payers to split an invoice.

Create Schedules and Post Billing as usual. Billing will generate two invoices, one invoice for the Primary Payer covering the specified amount per day and one to the Secondary Payer picking up the remaining balances. Mail or email invoices and apply payments in the register to each Payer.

Splitting billing charges on invoices between multiple Payers can be done by a percentage or dollar amount per shift. The Payer designated as the Primary will be charged first, and the Secondary Payer will pick up the remaining balances and so on.

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