Ei Deep Dive User Training: Patient A/R Workflow

VIDEO SUMMARY

This video explains how representatives can view and manage patient accounts, including dragging and dropping columns, viewing accounts in follow-up, and checking A/R balances. Representatives can also double click on a work list to access the work list view and work on claims in the order they are displayed. The transcript also mentions the ability to customize columns and view work notes on accounts. It explains how representatives can start and stop working on accounts using the action tab, and provides information on the account tab, which displays aging balances and patient insurance and demographic information. The patient ledger tab allows representatives to view dates of service and transactions applicable to those services. The transcript also mentions the ability to queue a report for an account ledger, display statement history, and process payments through the Instamed website.

(0:00)

Patient A/R Tab

Within the workflow tool, you'll be able to see the representatives in which there are patient A/R work lists assigned. You'll be able to see the accounts that are assigned to that individual. You can also drag and drop columns and see the accounts that they've worked today. You'll be able to see the accounts that they have in follow up and any A/R balance on those accounts. If you would like to see more granular detail, you can click on the patient A/R by work list and it will show the actual work list. Name the representatives, and then you also can see the accounts that are associated with that. Again, you can see accounts that are in Follow-up. We can also come over here and pull in the accounts that they've worked today along with that balance.

In order to go in and actually work some of the accounts on the Patient AR work list, you can double click on the work list name. What that's going to do is take you directly to the work list view for the patient ar. As the representative that is working the patient ar you will be able to work the claims in the order in which they're displayed here on the work list view. You can again drag and drop these columns in any order that you wish to as a end user, whatever is best and most beneficial to you as you're working these accounts. You also can click here on the columns user and remove any account columns that you just don't believe is pertinent to what you would like to see displayed on your screen. You can start working the accounts by either double clicking on the top name here to take you into the account or you can click on the action tab.

(1:42)

Action Tab

The action tab is going to be where you start and stop working on all accounts. The reason I say you start here is you'll be able to see any work notes on the account that have ever been placed on the account for any reason whatsoever. So it gives you a background and a sense of history of what's going on with the account. You stop and end here because you will have to choose an activity status code. Action code follow-up date and place a note on the account as well. Let's continue on to the account tab. This is going to give you a grid of aging balances so that you can see that here. You also will be able to see any patient insurance information displayed, any demographic information displayed here as well. And then on the patient ledger tab is where you can start to navigate and look at any dates of service for this patient that have patient responsibility. So here in this center section you will see the various dates of service. You'll see the bill status. Anything that is sitting at bill status is going to be patient responsibility. Anything at no bill status will be insurance responsibility. You can simply highlight the row of the data service in which you would like to look at and when you scroll down here to the bottom it will show you the transactions that are applicable to that particular data service.

So for this particular one, we would be calling to try to collect $84 balance from the patient when we were working this account. I can queue a report for an account ledger directly from here if this is integrated to the MedEvolve. If it's a bolt-on client, we would not be able to do that. Any statement history. Again, if it's MedEvolve PM I will be able to display that here. If it is a bolt-on pm we would not be able to display that. As we work the account, we would come back here, I've called the patient, worked on getting the information I needed to them or attempt to collect a payment. I would come in and choose my activity code. My status is the claim is going to be collected and then I can say that we processed a full payment and then I would just simply add a follow-up date out because it was process of a full payment.

(3:57)

Instamed & MedEvolve PM interaction

So I can come in here and I can push out the claim for several days on the account. With that, I would say payment is made in full and if I had not already processed the payment, if it is a MedEvolve bolt-on patient or a client MedEvolve PM client and they have Instamed integrated into their instance in MedEvolve, I can click here on the new patient payment and it will allow an instamed website to pop up and I can process the payment here for that patient by choosing the amount and whether I want to do a credit card or I could even do a eCheck by processing the account number and routing number of the claim. The check for the patient that's given this, I'll submit the payment and the payment will be submitted and obviously processed through the patient payment queue when that is applicable. After that, I would simply press next and go on to the next account in the work list to work.