CareLineLive has two different methods for splitting a service user’s funding. For the purposes of this article we’ll be referring to a client receiving a contribution from their local authority, and the remainder privately.
Separate contract types
Using multiple contracts for the same client has following benefits:
Clear definition between which visits are self-funded and which are local authority.
Each contract can have separate rates applied.
Read more about using multiple service contract types for the same client here:
Percentage split on one contract
This method requires only one contract to be assigned to a client. Within the contract assignment, you can define a percentage split between two buyers.
First, you must assign the buyers to the client. See Add a buyer for a client for more information.
For example, the local authority may pay for 25% of a service user’s visits and the client will pay for the remainder.
The sum of all percentages must be 100%.
Once you’ve set up the split in the client’s contract, all of the charges calculated for any bookings assigned to the contract will be split between each buyer. Pay will be unaffected.
Invoices for split buyers
Each invoice is only for one buyer
A booking isn’t considered invoiced until all buyers have been invoiced
Each invoice will show the full total (gross amount) of the visit as well as the percentage split that the buyer should pay
Setting up split billing