Care+ Debit/Credit/Payment for Payers

Care+ Debit/Credit/Payment for Payers

When applying a payment in Care+ for a Payer, such as Veterans or a Long-Term Care Insurance, the process is selecting the payment button and choosing the payer and client you’d like it applied to. Outstanding invoices should show below for that payer. If you leave it on ‘client pay’ and do not attach it to the invoice, it will show as a credit on the account, additionally, you will be unable to apply it to a different payer other than ‘client pay’. That is why it is important to select the proper payer, even if you are not applying it to a particular invoice at the time.

When it comes to applying a debit or credit, you would need to choose ‘All’ for the client and the correct payer for the credit to be able to apply to an invoice billed to that payer. In this case, you cannot utilize the client name.

When applying a debit or credit to a client who has an invoice that would be ‘client pay’, you would make sure you select the client’s name.