Split insurance billing (insurance/patient) in healthcare practice in QBO.

Thanks for reaching out to the Community, @tparrish59.

Yes, that's the best solution on how to properly link the payment to the patient and the health insurance. You can follow this thread on how to do this process with ease: Set up Patients with Health Insurance in QuickBooks Online. In this thread, you can see how to set up the Patient and the Health Insurance, as well as how to properly bill both parties. 

If you need further assistance, please don't hesitate and reach back out to me! I'm always here to help you in any way that I can. Have a beautiful day.

Thanks Ashley,

That describes the patient as the parent.  Since the insurance company pays for multiple patients, can it be the parent and each patient be the sub-patient?   

Todd

You can also do that, Todd.

Just follow the steps in this article on how to set up sub-customers in QuickBooks Online. 

• Manage your customer list
• What does the bill with parent feature let you do on invoices?

I would also recommend reaching out to your accountant for additional advice on how to track these types of transactions.

As always, you can add another reply or visit us again if you need anything else. 

Just to reiterate, it seems making the insurance company the parent and multiple respective patients as sub-patient works best.  Even though you see the insurance company name first in the customer listing, when you invoice within the patient their name shows.  Then you can run outstanding invoice reports with each patient's open invoices listed under the insurance company.  

The alternative, making insurance company the sub of the patient, won't work  because that insurance company can then only be sub for ONE patient. If you change it later to another it pulls the earlier patient invoice under the new parent patient ...