Changing the Payor / Benefit Type

Overview

The benefit type (payor) on an attendance record determines how a visit is billed and to whom. You can change it from the Benefit column on the Attendance page — for example, when a member has more than one active benefit or the wrong one was applied.

Before You Begin

You must be logged into Seniorverse with Care module access.
You need the Care:Attendance permission (or Care:FullAccess).
The member must have an attendance record for the day, and the benefit you want should already be set up in the member's record.

Steps

Step 1: Open the Attendance page and find the member

Select Care, then Attendance. Confirm the date and find the member with the search box or filters.

Finding a member on the Attendance page

Step 2: Locate the Benefit column

In the member's row, find the Benefit column. It shows the payor currently applied to the visit. If no valid benefit applies, it shows a red Invalid button.

Benefit column showing the current payor

Step 3: Open the Payor Types list

Select the value in the Benefit column. The Payor Types window opens, listing the member's benefits plus a Complimentary option.

Payor Types window listing the member's benefits and Comp

Step 4: Choose the payor

Select the correct benefit (or Complimentary). The change saves immediately and the Benefit column updates.

Selecting a benefit from the Payor Types list

Step 5: Confirm the change

Confirm the Benefit column now shows the payor you chose. If billing was already generated for the visit, it will reflect the new payor.

Benefit column showing the updated payor

Tips

Choose Complimentary for a visit that should not be billed to a benefit. (Your center may rename this option.)
If the benefit you expect is not listed, the member does not have it set up. Add it in the member's record, then return here.
Correct the payor before the billing cycle closes when possible.

Troubleshooting

Problem	Solution
The benefit I want is not in the list	The member does not have that benefit set up. Add it in the member's record, or ask an administrator.
The Benefit column shows a red "Invalid"	The visit has no valid payor for the date. Select it and choose a benefit from the Payor Types list.
I cannot open the Benefit field	You may have view-only access. Ask your administrator for the Care:Attendance permission.
I selected the wrong payor	Select the Benefit field again and choose the correct option; the change is immediate.

understanding-the-attendance-page — Understanding the Attendance Page
checking-a-member-in — Checking a Member In
checking-a-member-out — Checking a Member Out
recording-a-cancellation — Recording a Cancellation