Split Matter Billing – Two Types of Splits
LBBS Billing
Percentage Split
- All payors have the same rates
- The bill is split between the payors by a percent
- The total percent in the split detail needs to equal 100%
Tiered Rate Split
- Payors have different rates called Rate Matters
- The bill is split between the payors by a percent
- The total percent in the split detail needs to equal 100%
- The total percent in the prebill will be >100%
Split Matter Billing
LBBS Billing
Percentage Split – Same rate for all payors. Total split by percentage.
Splits are set up in the matter in Expert Entity. If a split needs updated please contact Data Changes.
To view the split detail: Expert Entity Manager>Matter>Time and Billing>Billing
The Consolidate/Split Bills detail will show if the matter is set for split and weather it is percentage or Tiered (different rates for different payors) split.
Split Bill Detail will show the payors and the percentage split.
Tiered Split – Different rates for different payors
Expert Entity Manager>Matter>Time and Billing>Billing
The Consolidate/Split Bills detail will show if the matter is set for split and weather it is percentage split or Tiered (different rates for different payors) split.
Split Bill Detail will show the payors, the rate matter and the percentage split.
Split Missing in BillBlast
Review the Split Bill Details in Entity Manager
Expert Entity Manager>Matter>Split Bill Detail
Note: If the yellow Read-only bar is visible, this means that changes cannot be made until the prebill is put back in WIP.
The payor D66210 shows “No” in the Active column. This should be checked “active” if this is a current payor on the matter.
Note: If this is the same payor as the matter payor do not check the active box.
Check the box and click Save.
Create a new prebill to see the updated split deatil.
Note: If there are posted bills that need edited with the split update, the bills will need reversed to WIP and new prebills created to grab the payor update.
Prebill View
The corrected split will show a column in the prebill for each payor and the matter.
Ex. If there are three payors splitting the bill but one of those payors is NOT the master matter payor there will be a $0 bill shown in the prebill list and in the prebill payor splits.
Split Causing On Hold Status in BillBlast
If you have a bill that repeatedly moves to the On Hold status in BillBlast, check the split set up.
If the matter has duplicate split records it will move the bill to On Hold.
Example
The payors for this matter used to be D65197 Resolute and D65200 Trebuchet. The payor is now 100% D65197 Resolute which is also the matter payor.
Having all the splits selected is causing multiple records to be pulled in BillBlast which moves the bill to On Hold.
To solve, uncheck the splits in the Active column of Split Detail and save the matter.
Matter Payor
Matter Split Detail
Payor Splits – If one payor needs to pay 100% of a cost
If there are particular costs that need paid by certain payors, the amounts can be cosmetically adjusted in Payor Split Disbursements in the prebill.
In Expert Billing, open the prebill and choose Payor Split Disbursements.
Note: If the Payor Split sections are not available in the prebill, the Split Detail box will need checked on the matter and the prebill will have to go back to WIP and be recreated.