Insurance Virtual Card Payment Splitting

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Melissa Brownback

• August 31, 2022 03:32

I received an insurance payment via a virtual card that contained payments for two separate clients. The card only permits being used in a single transaction, so I had to complete the entire charge on one of the client's accounts, leaving her with a credit that is not in fact hers. I couldn't find a way to split the payment in Simple Practice. Any tips to remedy this issue?

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  Michelle T. Godeaux

  • October 18, 2022 19:18

  I have that same question.

   

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  Krystin M. Butler

  • February 05, 2023 17:37

  We have the same question.  

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  Angel Ray

  • March 14, 2023 04:11

  Same question...no answer yet?

   

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  Stacey Sparks

  • March 31, 2023 18:32

  You wouldn't run the entire amount to one clients account. Only the amount that applies to client 1 is run for them ( so partial payment, whatever amount is supposed to go towards that clients account), then the remainder goes to the other client. 

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  Melissa Brownback

  • March 31, 2023 20:05

  Stacey, I’m curious if you’ve tried this? I attempted to do that, but was only permitted to use the virtual payment card from insurance once. It didn’t allow me to charge it for less than the full amount.

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  Stacey Sparks

  • March 31, 2023 20:28

  Hi Melissa, yes. I just did it today! Is it a Zelis virtual payment?

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  Candice Septon

  • April 12, 2023 20:34

  I recently came up with a fix for this type of issue. We only receive virtual payments from two insurance payers. Luckily, one of them is only for one client. However, our other payer has many clients. I ended up creating a 'Client' for my insurance payer "University of Utah". Below I will lis out the steps I took to charge the card, allocate the insurance payments, and balance my reconciliation sheet.

  1. Create a 'client' with your insurance payer name. ie: "Utah, University of"
  2.  Enter your virtual credit card and run the entire payment listed on the card.
  3. Go to the "Insurance" tab -> "Add Insurance Payment" 
  4. Select "Other" for type of payment, add "vCard *1234" as your reference number
  5. Proceed as normal until the entire payment has been allocated
  6. Once the payment has been allocated, return to your insurance 'client' account
  7. Once in your 'Billing' tab, set your filter to 'Paid' and select the payment you just allocated
  8. As directed in the help page "Processing a vCard or insurance credit card", select 'Refund'
  9. Within the Refund, make sure you select card type "External Card", then refund the full amount

  After you complete alllll these steps lol, you should balance out with the payment now showing up in insurance payments instead of client payments, with money still intact via stripe. Hope this helps someone in the future!!

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  Felicia Aiello

  • April 18, 2023 22:36

  Candace,

  Thank you.  Your steps worked but the external refund (step 9) shows as unallocated.  Is that correct, because I chose "external card" as refund?

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  Candice Septon

  • April 18, 2023 22:42

  Yes, it will show as unallocated, but the unallocated amount will remain at $0. That way you will balance out :)

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