Third party billing questions

Thomas Walker
Thomas Walker Blackbaud Employee
Tenth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Hi all,

Tom Walker here, as you may know I'm working with the team to build Accounts Receivable in our new view. In A/R 7 there is the capability to assign responsibility of charges to a different organization. For example, Humana pays 100 percent of x, y, and z charges for Julie and she is responsible for all other charges. I'm looking for real world examples of how you use this feature if at all. Is the primary case where the client is responsible for most charges and the 3rd party is only responsible for a few or vice versa. Are there cases where responsibility is split by percentage between the client and the 3rd party?

My end goal is to provide a more easily usable and less complex capability in the new A/R.

Thanks in advance

Tom

Comments

  • Jessica Smith
    Jessica Smith
    Fifth Anniversary Facilitator 1 Blackbaud Certified Blackbaud Pro Certified

    Hello, Mr. Walker,

    I use this feature exclusively.

    Each of our students is a client, and I assign 100% of their charges to each school district, which pays us for their education. Some districts do share fiscal responsibility, so this functionality is extremely useful in that regard. Also, it's great to only have to change the payer in the payments tab of the line item when a student transfers from school district to school district. I really wouldn't know how to do my job without it.

    Thanks for your hard work on this function.

    Jessica

  • LeeAnn Schmidtberger
    LeeAnn Schmidtberger
    Eighth Anniversary Kudos 2 Name Dropper Facilitator 1

    We have real world examples! The majority of our AR is third party billing to insurance companies. Hundreds of invoices a month. The insurance company pays 100% of these invoices but the individuals do have other charges they are responsible to pay at 100%. We also have individuals who have no portion of invoices billed to a third party. We do not have any invoice that a portion is paid by the insurance company and a portion by the individual. You are more than welcome to contact me for some actual examples.

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