Manage Participant Accounts

All contacts for a participant account can be found on the Participant Account Details page.  Here, you can manage contact status, add contacts, and update contacts. Contacts can be at one of the following statuses: Payer: This conta...

If a participant's care is paid partially or in full by an agency, add the agency to the participant's account. Adding or updating agencies on the Participant Account Details page only updates accounting information for that contact. Enrollm...

Each participant can have a default rate charged to their account. When you assign a default rate in the participant account record, invoices created for that participant default to this rate. From the menu to the left, click  Accounti...

KidKare Accounting allows you to split payments between contacts and agencies, as needed. This allows you to divide payments between payers and agencies, agencies and agencies, or payers and payers. This division can be done on a percentage or dolla...

When a contact or agency overpays an invoice, a credit is added to their account. You may also have issued a refund in the form of account credit. This page also lists any credits used towards invoice payments. You can view and manage these credits ...

The Participant Account Details page lists all invoices associated with the selected participant, so you can see which invoices are outstanding, paid, and so on. A total account balance also displays above the invoice table, giving you a snapshot of...

The Statement of Account lists a payer's current unpaid and paid invoices, any payments made, and any relevant notes. It also includes the total billed, total paid, and total account balance. You can email this report directly to payer contacts....