How to create payers ?

Who is this article for?

A payer is the third party you bill instead of the client, or in addition to the client: an insurer, an employer, a government program, etc. You create your payers once for the whole practice, then attach them to your clients through funding policies.

This article explains how to create a payer, what each field is used for, and how to edit, archive or delete a payer.

Before you start: Third-Party Billing must be enabled for your practice, and you need access to the practice settings. See Third-Party Billing: how to enable and configure the feature.

1Open the Payers section

1. Go to Settings > Direct Billing (www.colib.io/settings?show=directbilling).
2. In the Third Party Billing panel, scroll to the Payers section. You will find a search box (by name or type) and the list of payers already created.

2Add a payer and fill in its details

Click Add a payer. A window opens where you fill in the payer's details:

Conditional rules: the billing email is required whatever the submission method, including Email. If the submission method is Mail, a billing address is also required. The required field is marked with an asterisk (*) as soon as you choose the method.

3Save

Click Save. The payer appears in the list with the Active status and can now be selected when you attach a funding policy to a client. The payer is saved right away: you do not need to click the Save button of the settings panel.

Manage existing payers

Each row of the list shows the Name, Type, Billing email, Submission method and Status of the payer, with three actions:

• Edit (pencil) — update the payer's details.
• Archive / Unarchive (box) — an archived payer no longer appears in the selection lists, but stays visible on past invoices. Use it to retire a payer you no longer work with. You can also use the Archived toggle at the bottom of the payer window.
• Delete (trash) — permanently removes the payer, after a confirmation.

Archive or delete? A payer that is linked to at least one client (through a funding policy) cannot be deleted: Colib shows a message and suggests archiving it instead. Archiving keeps your history intact.

Good to know

• Insurers added by your clients — if you ask for insurance information on your booking page (Settings > Booking Page, option Ask clients for their insurance information during the booking process), a client who does not find their insurer in the list can add it with its name and billing address. Colib creates the payer and links it to the client. In the client's Third-party payers list, this payer shows an Added via booking badge: open the payer in Settings > Direct Billing, check or correct its details (in particular the billing email, which the client does not enter) and save.
• No billing email, no sending — an invoice addressed to a payer that has no billing email cannot be sent by email: Colib asks you to add an email address to the payer first.
• Keep the details up to date — the billing email and billing address of the payer determine where and how third-party invoices are sent. See Third-Party Billing: how to create an invoice from billable time, tasks or appointments.

Still have a question?

Write to us at support@colib.io, we will be happy to help.