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.
If Client is a self-payer, click the Client is Payer button.
The system will automatically populate information from the Client’s profile.
Click the Save button to save the record, or the Reset button to reset the information in the record.
Next a new form will open where you can enter the Pay Start Date and Pay End Date, Claim number and so on.
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?
Log into the system as an Agency User, Owner, or Admin.
Click Clients under the Clients menu.
Click the Edit Client icon to open the Client’s profile.
Click the Rates section.
If Client is a self-payer, click the Client is Payer button.
The system will automatically populate information from the Client’s profile.
Click the Save button to save the record, or the Reset button to reset the information in the record.
Next a new form will open where you can enter the Pay Start Date and Pay End Date, Claim number and so on.
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 Medicaid/Insurance Billing with Client Authorization (CMS1500 Form)?
Log into the system as an Agency User, Owner, or Admin.
Click Clients under the Clients menu.
Click the Edit Client icon to open the Client’s profile.
Click the Rates tab.
Click the + Payer button and enter the Payer information.
Select Client Authorization from the Payment Distribution drop down list.
In this example, all fields except Notes are mandatory.
Enter the information for the client authorization.
Click the Save button to save the record, or the Cancel button to cancel the record.
How to Set Up Monthly Benefit Payers?
Log into the system as an Agency User, Owner, or Admin.
Click Clients under the Clients menu.
Click the Edit Client icon to open the Client’s profile.
Click the Rates tab.
Click the + Payer button.
Enter the Payer Distribution details for the Primary Payer.
Rank: Primary is the Payer paying a specified daily allowance.
Start and end dates: (range must cover all schedules for billing).
Payment Distribution is Monthly.
Choose a month start day (payment allotments will start over monthly on the day chosen).
Enter the allowed monthly amount in the Payment Amount box.
Uncheck the expenses box if the Payer does NOT cover expenses (expenses will be billed to the Secondary Payer if unchecked).
Click the Save button to save the record, or the Cancel button to cancel the record.
Enter in the Payer Distribution details for the Secondary Payer (if there is already a Payer currently set as Primary, that Payer will be demoted to Secondary automatically).
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.
Click Add Payer to create another Payer profile. You may select up to five different Payers to split an invoice.
Follow steps 6 through 13 to include a Secondary, Tertiary or more Payers.
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.
How to Set Up Weekly Benefit Payers?
Log into the system as an Agency User, Owner, or Admin.
Click Clients under the Clients menu.
Click the Edit Client icon to open the Client’s profile.
Click the Rates tab.
Click the + Payer button.
Enter the Payer Distribution details for the Primary Payer.
Rank: Primary is the Payer paying a specified daily allowance.
Start and end dates: (range must cover all schedules for billing).
Payment Distribution is Weekly.
Choose a week start day (payment allotments will start over weekly on the day chosen).
Enter the allowed weekly amount in the Payment Amount box.
Uncheck the expenses box if the Payer does NOT cover expenses (expenses will be billed to the Secondary Payer if unchecked).
Click the Save button to save the record, or the Cancel button to cancel the record.
Enter in the Payer Distribution details for the Secondary Payer (if there is already a Payer currently set as Primary, that Payer will be demoted to Secondary automatically).
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.
Click Add Payer to create another Payer profile. You may select up to five different Payers to split an invoice.
Follow steps 6 through 13 to include a Secondary, Tertiary or more Payers.
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.