How to Change a Percentage for Shared Payers on Case Card

When you have multiple Payers in Case, the system will automatically divide the shared percentage values for each Payer equally.

There are three ways to change the shared percentage values for the shared Payers on the Case Card, and they are as follows:

1. Changing the shared percentage value for a specific Payer
2. Specifying different shared percentage values for multiple Payers
3. Changing the pinned shared percentage value for a specific Payer

Head over to the Case Card, Details-view, under the Payer section.

1. Changing the shared percentage value for a specific Payer

To change a shared percentage value for a specific Payer, click the Edit Share Percentages button.

Click on the shared percentage value field of the Payer whose value you want to change.

Enter the new shared percentage in the field.

Click the Save button, and you are done.

When the shared percentage value of the selected Payer changes, the system will automatically recalculate the remaining shared percentage values for all Payers, as below.

However, if you do not pin the Payer's shared percentage value to prevent it from changing, any changes you make will be overwritten if the shared percentage value of another Payer is changed.

2. Specifying different shared percentage value for multiple Payers

To specify different shared percentage values for multiple Payers, click the Edit Share Percentages button.

Click on the shared percentage value field of the Payer whose value you want to change. 

Enter the new shared percentage in the field.

Click the 'Pin'-icon to prevent the value from being recalculated by the system.

Repeat the steps above for as many Payers as you want, and click the Save button once you are done.

Only the remaining unpinned shared percentage values for the remaining Payers will be recalculated and equally divided by the system, as below.

3. Changing the pinned shared percentage values for a specific Payer

To change a pinned shared percentage value, click the Edit Share Percentages button.

Click the 'Pinned'-icon to unlock it.

Click on the shared percentage value field.

Enter the new shared percentage in the field.

Click the 'Pin'-icon again to prevent the value from being recalculated.

Click the Save button, and you are done.

If all shared percentage values are pinned, you must unpin them all before changing the value, and then pin them all again before saving.

Notes:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make a change.

2. The Case Card and Client Card all have the same look and functionality.