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

Go to Client>Payers and create all of the payers (or confirm that they are already in your portal)

Once you have the Payers in your portal, navigate to the Rates tab of the client profile and select + Existing Payer to add the first payer

Start typing the client's name in the Name field, select the correct one from the options, and then choose search

Choose Select

When the Add Client Payer Page opens,

  1. Select Primary as the Rank

  2. Select how much that payer will pay from the Payment Distribution drop-down menu and then click the save button to save that payer

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

To add the next payer, go back to the top of the page, select + Existing payer and repeat the process above

Continue adding payers until you have added them all

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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