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 payer's 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

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 View 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.