Vocabulary

Primary—the payer who is billed first

Secondary—the payer who is billed second

Tertiary—the payer who is billed third

Quaternary—the payer who is billed fourth

Quinary—the payer who is billed fifth

Remainder Payer—the payer who receives the remainder (whatever is left over) after all other payers have been assigned their portion of the bill

Per Diem Allowance—an amount per calendar day that a payer is willing to pay

Difference—a percentage or dollar amount of the total invoice that a payer is willing to pay

Visit-- an amount per visit that a payer is willing to pay

Weekly--an amount per week that a payer is willing to pay

Monthly-- an amount per calendar month that a payer is willing to pay

Client Authorization-- an amount per day/week/month/year that is pre-approved by the payer and should not be exceeded in scheduling


Process

Someone other than the client is the “Remainder Payer”

The “easy” way

  1. Go to the Payer profile for the client

2. Change the name and contact information for the client to that of the person who will be the remainder payer

3. If the system already sent a portal registration email to the client, you will need to send a password reset to the new payer from the admin settings>user management>client portal users

The less easy way

  1. Go to Client>Payers

2. Add the new payer

3. Navigate to the Rates tab of the client profile

4. Select +Existing Payer

5. Enter the payer’s name in the Name field and choose search

Choose select

6. When the Add Client Payer page opens

--Select Primary as the Rank

--Select Remainder as the Payment Distribution

--Click Save

7. When the system indicates there can only be 1 Remainder type, click OK

8. Go back to the payer list at the top of the page and edit the client

9. Make this payer “inactive” by unchecking the box and clicking “update”

NOTE: You must always have 1 payer set to the be the “Remainder” payer. By default, that will be the client, but you can always make the last payer in the list of multiple payers the remainder.

For help with other Billing Configurations, see these articles:

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