Bill a third-party payer

Here the settings to do and the steps to follow in order to bill a third-party payer


Configure your Third-party payer:

  1. Click on My Clinic
  2. Click on the Billing tab
  3. In the Third-party payers section, click on the (+) to add a new third-party payer
  4. Type in the information related to this third-party payer
  5. Click on Save Changes



Configure Payment Methods:

We suggest you add a new payment method to facilitate the accounting at the end of the year.

  1. Click on My Clinic
  2. Click on the Billing tab
  3. In the Payment method section, click on the (+) to add a new payment method
  4. Type in the method by which the Third-party payer sends you payments (ex: Direct deposit CNESST or SAAQ check)
  5. Click on Save Changes


When billing:

  1. In the invoice template, select the Third-party payer desired
  2. Fill out the rest of the invoice’s elements as usual
  3. Click on Save Changes to generate the invoice’s number
  4. It can happen the Third-party payer may prefer to receive the invoice without the bill showing the partial payment made by the patient. If this is the case, before adding a payment…
    1. Click on Preview and Download to have the invoice in PDF format in your workstation
    2. Click on Send and enter the Third-party payer’s email address, the invoice will be sent directly to the third-party payer.
  5. Then, proceed to add the payment made by the patient, if applicable.
  6. Optional: Enter in the description’s box if the patient wishes to receive the receipt when the invoice is paid in full  (once the Third-party payer’s payment is received by the clinic)
  7. Save Changes
  8. Print or Send the receipt of the partial payment to the patient if desired.

When the Third-party payer’s payment is received:

  1. Open the patient’s file
  2. Click on the Billing tab
  3. Find the due invoice waiting for this payment
  4. Enter the Third-party payer’s payment receipt (select the payment method previously created)
  5. Save Changes
  6. Print or Send the receipt to the patient if desired.
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