Settings: Payment Methods

When combined with a billing integration like CMD or Kipu RCM, the Payment Method on the patient facesheet is crucial to successful billing and must be configured properly for charges to transmit.

Insurance Billing

To successfully bill insurance with an integrated billing partner (CMD or Kipu RCM), the patient chart must have a Payment Method selected that is set to either Private Insurance or Government Insurance. 

Private Pay Billing

Kipu RCM

For facilities integrated with the Kipu RCM, you can bill Private Pay patients using any Payment Method set to Private Pay. This allows you to send over private-pay, per-diem, and ancillary services. 

CMD/HL7

You can bill per-diem services for private pay patients using a Payment Method set to either the Non Insurance or Private Pay categories and using a Clinical Level of Care.

Payment Methods Setup

Let's review how to configure Payment Methods within your Patient Settings. 

1. To begin, click on your initials and then click Settings. 
   
2. Then click the Patients tab. This tab is the default settings tab, and because the name can be customized, it may have a different name in your instance.

3. Scroll to the Payment Methods section. Use Ctrl + F (Windows) or Cmd + F (Mac) to search the page.
4. To add a new Payment Method, click Add item.
5. Name the method and select a Category.
6. For any payment methods where insurance-covered charges should transmit to your integrated billing software, ensure Private Insurance or Government Insurance is selected under the Category drop-down.
   
7. For payment methods where private pay services should be transmitted, choose Private Pay (Kipu RCM or CMD/HL7) or Non Insurance (CMD/HL7 only) under the Category drop-down.
8. Click Update to save.