Table of Contents
You can modify the FFS (Fee for Service) Individual (i.e. the person who is invoiced) or split the FFS amount between Individuals. These settings can be modified in the following locations:
Service File > Billing Information > FFS Individual (the option of splitting the FFS amount is only available here)
Service Event > Billing Information > FFS Individual
Cart Item > Line Item > Edit
Split the FFS Individual or Change FFS Individual
Changing the FFS Individual or splitting the FFS amount at the Service File will apply to all Service Events and Cart Items added to the Service File. This change will only be applied to new Service Events/Cart Items.
Navigate to the Service File.
In the Billing Information sidebar click FFS Individual.
Select the new FFS Individual or enter the name of the new Individual in the suggested lookup field. This step can be ignored if only splitting the fee (continue to step 4).
Check Split Fee. If not splitting the fee, ignore this step and continue to step 7.
Enter a percentage for the Primary Payer Pays fee.
Select the Secondary FFS Individual or enter the name of the secondary Individual in the suggested lookup.
Click Save.
Change the FFS Individual (Service Event)
Changing the FFS Individual will only apply to new Cart Items in the Service Event. If you would like to recalculate existing Cart Items which have not been invoiced, ensure you follow step 6 below.
Navigate to the Service File.
Select the Service Event.
In the Billing Information sidebar click FFS Individual.
Check Use Override.
Select the new FFS Individual or enter the name of the new Individual in the suggested lookup field.
If you would like to recalculate existing Cart Items which have not been invoiced, check Recalc. Service Units. If this is left unchecked, only new Cart Items will use the new FFS Individual.
Click Save.
Change the FFS Individual (Cart Item)
Changing the FFS Individual on the Cart Item will only apply to the Cart Item it has been changed for.
Navigate to the Service File.
Select the Service Event.
In the Service Details section select the Cart tab.
Hover over the Payors name and select Edit.
Check Change FFS Indiv.
Select the new FFS Individual or enter the name of the new Individual in the suggested lookup field.
Click Save.
