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/required to pay
Difference—a percentage or dollar amount of the total invoice that a payer is willing/required to pay
Visit-- an amount per visit that a payer is willing/required to pay
Weekly--an amount per week that a payer is willing/required to pay
Monthly-- an amount per calendar month that a payer is willing/required 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 a NEW payer that has the client’s name with “co-pay” as part of the name
Once you have the Payer in your portal, navigate to the Rates tab of the client profile and select + Existing Payer to add client co-pay
Start typing the client's name in the Name field, select the correct one from the options, and then choose search
Choose select to open the Client Payer configuration window
When the Add Client Payer page opens
Select Primary as the Rank
Select the appropriate Payment Distribution for what the client needs to pay
Per Diem Allowance—an amount per calendar day that a payer is required to pay
Difference—a percentage or dollar amount of the total invoice that a payer is required to pay
Visit-- an amount per visit that a payer is required to pay
Weekly--an amount per week that a payer is required to pay
Monthly-- an amount per calendar month that a payer is required to pay
3. Save the Client Co-Pay payer
To add the insurance payer with authorizations, go back to the top and select + Existing Payer
Enter the Insurance payer in the Company Field and click search
Choose Select
When the Add Client Payer Page Opens
Select Secondary as the Rank
Enter the Member ID #
Select Client Authorization as the Payment Distribution
4. When the window opens, enter the information for the authorization and save
If there is another authorization for the same payer, you can add it by clicking the +Authorization button
When all auths have been added, select the correct Claim File Indicator Code and Billing Type, and then click 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: