How Do I Handle Insurance Reimbursement in Shape?

Many Insurance Providers will pay you based on a Member's Check-ins.  The Member will most likely check-in a different number of times each month.  However, you need to reconcile the amount paid toward the member's account.

1.  Add the Insurance Company in as a Member only.  You do not need to purchase a membership.

2.  You will create a monthly Insurance Membership type that charges $0.00 a month. If you use more than one insurance company, create a membership type for each one.  This will aid in reporting and submitting the check-in report.

3.  Purchase the membership for the member.  Go to their Billing Info page and change the Responsible Billing Party to the Insurance Provider.

4.  After you have received your check from the insurance company, you will edit that month's Scheduled Payment with the amount they gave you for the member.

5.  After all the members have been updated, go to your Magnifying glass in the left corner and Search for the Primary member.

6.  You should see the open balance for all the members.  Scroll down and click Payment on the left side of the page.

7.  Click 'Pay All'.

8.  Select the appropriate Payment Type, usually Paper Check. and Submit.

If the member already owns a membership but is being reimbursed for services, the process is the same but you will purchase a service package for the member instead.  Create a new Service type.