Multi-Payer Services
planned
D
Dan Ogren
Multiple Payer Management: When managing services with multiple payers, I want to assign and manage multiple payers per service and set billing limits for each, so I can ensure accurate billing and compliance with payer agreements.
Schedule Limit Utilization Panel: When scheduling shifts, I want a panel that shows current and projected billing limit utilization per payer, so I can make informed decisions without exceeding payer limits.
Split Invoicing: When invoicing services with split payers, I want the system to automatically assign billable items to the correct payer and generate multiple invoices, so I can streamline billing and avoid overcharges.
Billing Items Table: When reviewing billing items, I want a table that shows the payer associated with each item, reflecting split shifts and billing statuses like invoice, pending review, and unbillable, so I can clearly organize and track financial information.
Shift Detail Page: When reviewing shift details, I want the page to display how costs are split between payers and group billable items by status within each payer card, so I can see how shifts are billed when payer limits are reached.
Unallocated Time Management: When scheduled time exceeds payer limits, I want to allocate excess time to another payer or add a new one, so I can ensure that all time is properly billed without exceeding limits.
N
Nate Saada
Quick status update on this request — it's been our blueprint for the multi-payer work, so here's where each piece stands.
Live in Careswitch today:
- Policies with billing limits: each client policy can carry limits in hours, visits, or dollars — per week, month, year, or authorization period.
- Utilization while scheduling: when you create or edit a shift or schedule, a panel shows current and projected utilization against each policy's limits, with warnings before a shift would push a policy into overage — plus notifications when a policy goes into overage from a policy change or a late clock-out.
In design — true split billing:
- Automatically splitting a shift across payers when a limit runs out, with overage tracked as its own billing item
- Separate invoices per payer
- The payer/policy shown on each item in the billing items table
- Allocating excess time to another payer
We'll post updates here as the split billing work progresses. Thank you for the detailed write-up on this one — it has directly shaped how we're building it.
N
Nate Saada
updated the status to
planned
I
Ilya Vakhutinsky
Merged in a post:
split billing
J
Joshua Saada
I want to be able to assign some part of the shift to one payer and the other part of the shift to another payer
M
Maham Ghazanfar
updated the status to
in progress
D
Dan Ogren
updated the status to
planned
L
Lawrence Kihanya
Thank you.
This is a very helpful feature.
We still waiting for a way to have total weekly week showing at the of the weekly shifts per client.
Another request ...Would there be a way to have the actual clock in and out show on shifts instead of scheduled time? at moment we have to open a shift to see actual time worked by an employee.
M
Miriam Allred
Add the ability to automatically 'send invoice' to the payer and multiple contacts. Contacts (children, payers, or other contacts) want to receive an email with the invoice every time one is sent out/paid.