• 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.

  • Enter details for the Primary Payer:

Rank: Primary is the Payer paying a specified amount.
Start and end dates: (range must cover all schedules for billing).
Payment Distribution: “Visit” will split billing by rate for all Call Types or you can choose Difference and the billing will split by a percentage.

  • Enter the specified amount in the Payment Amount field.

  • 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 update the information.

  • Enter details for the Secondary Payer:

Rank: Secondary Payer will be responsible for remaining balances.
Start and end date: (range must cover all schedules for billing).
Payment Distribution is Remainder. (If you have more payers this could be set to something else, but then the Tertiary Payer will have Remainder.)

  • Click the Save button to update the information.

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

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