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Insurance Virtual Card Payment Splitting

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9 comments

  • Michelle Godeaux

    I have that same question.

     

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  • Krystin Butler

    We have the same question.  

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  • Angel Ray

    Same question...no answer yet?

     

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  • Stacey Sparks

    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

    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

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

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  • Candice Septon

    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

    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

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

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