Before you can connect a client or contact to a policy as a payer, you must first set them up as a payer on their profile. If they haven’t been enabled as a payer, they won’t appear in the payer list when you create the policy.
Make the client a payer (self-pay):
Open the client’s profile.
Scroll down to find Self Pay Information.
Click Make Payer.
Enter the client’s billing and payment details:
Invoicing Frequency
Days Until Due
Invoicing Method:
Email-
Payment Method: Credit Card, ACH, Paper Check, or Wire Transfer
Add-on Reimbursements:
If you collect payments through Careswitch, add and verify the client’s card or bank account. The payment method should show as Verified.
Click Make Payer.
Make a contact or organization a payer (family member, responsible party, LTC / Guide):
Open the person or organization under Contacts.
If they don’t exist yet, create them by selecting Create → Individual for a person or Create → Organization for an organization, such as an LTC/Guide payer.
On their profile, scroll down to find Private Payer Information.
Click Make Payer.
Enter their billing and payment details.
Invoice Frequency:
Days Until Due:
Invoicing Method:
Email:
Payment Method:
Add-on Reimbursement:
Click Make Payer. They will now appear in the payer list when creating a policy.
Next Steps:
Next, we will create a policy. To learn how to create a Private Pay policy, click here.