Add each facility, broker and insurance plan you bill once. Then you can pick them when you book a ride, and their finished rides wait under their name, ready to invoice.
You don’t need payers to start. A rider can always pay for their own rides.
Steps
In the menu on the left, under Finance, select Payers.
At the top right of the list, select Add payer. Add a payer opens and asks “Who pays you for trips?”
Select Facility, for a nursing home, clinic or program. For a broker or an insurance plan, see the next section.
Under Find your facility, type its name, like Maple Grove Dialysis, and pick it from the list. HealthRide fills in its name, type and address. If it isn’t listed, select Enter details manually.
Type the Billing email and Billing phone. Invoices go to this email.
Under When invoices are due, pick how long they have to pay, like Due in 30 days.
Select Add facility. You’ll see “Maple Grove Dialysis created.” and the facility shows in your list.
Brokers and insurance plans
- A broker: select Broker, then pick it under Which broker? If it isn’t there, select Another broker at the bottom. Check its details and select Add broker.
- A broker marked Connects directly can send its rides straight to your schedule. Type your company name the way the broker has it, the State you serve with them, and the code or ID the broker gave you. Then select Request connection. We set it up with the broker and let you know when it’s live.
- An insurance plan: select Insurance plan. Type the Name, and the Billing email if you have it, then select Add insurance plan. For any other organization, pick Something else.
Good to know
- Riders who pay for themselves need no setup. Every passenger you add can pay their own way. When you book, pick Rider pays under Payer.
- Brokers and insurance plans usually want to be billed their own way, such as on their website. Their page says so. HealthRide keeps each ride’s final price for your reports.
- Some payers pay different prices. On the payer’s page, select Custom rates. See Set your rates.
- Copy more people on invoices. Edit the payer and add up to 5 emails under CC on invoice emails. To show trip numbers instead of rider names on their invoices, turn off Include passenger details on invoices.
- Some payers only pay with the rider’s signature. The owner picks when drivers collect it, on the payer’s page under Signatures.
If something looks wrong
| What you see | What to do |
|---|---|
| There’s no Add payer button | Only the owner adds payers on this page. To add a facility, select + at the top of the screen, then Payer, then Facility. |
| Add facility stays gray | Type the Facility name, Billing email and Billing phone. All three are needed. |
| The broker isn’t under Which broker? | Select Another broker at the bottom of the list and type its name. |