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,
Select Primary as the Rank
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: