How to Split Charge Items Costs Between Employer and Patient

In SigmaMD, you can invoice for a charge item in two ways:

• From the patient’s chart, under the Payments tab.
• From the main menu at Billing > Invoices, by clicking + Invoice > Patient, then selecting the patient.

Once in the invoice screen, search for and add the relevant services or products. SigmaMD will automatically calculate totals, apply any available employer coverage, and let you assign the payer before issuing the invoice.

See here a detailed overview of how to create an invoice.

How Automatic Cost Splitting Works

If the patient is enrolled in an active employer membership with a configured coverage policy, SigmaMD will automatically split the charge between the employer and the patient based on that policy.

You’ll see this breakdown reflected in the invoice totals and the Payments section—no manual adjustments needed.

How Discounts Affect Employer Coverage

When a discount is applied to the invoice, it’s deducted from the total first. Then, the employer’s coverage is calculated based on the new, discounted amount. This ensures accurate cost-sharing between the employer and the patient.

After the coverage is calculated and the patient invoice is issued, the charge item will be automatically added to the employer's next cycle invoice.