Complete this task to reassign financial responsibility of a service fee (SVCFE) line item from one party to another. For example, from payer to guarantor, guarantor to guarantor, or payer 2 to payer 1.
From the Act: [ID] > Active AR tab of the guarantor account, select the service fee (SVCFE) line item to reassign the financial responsibility.
Use the Filter by DOS option to filter the service fee line items by date of service. You can either type the date in the space provided or use the Calendar Control tool by clicking the arrow and selecting the date on the calendar that appears. To include all service fee lines items, clear the date from the Filter by DOS field.
Click Roll To. The Change Responsibility window opens.
Review the information for the service fee line item in the Selected Service Line section to verify you have selected the correct service fee line.
Open the Roll To drop down list and select the payer or guarantor taking financial responsibility for the service fee.
(Optional) Enter the reason or any other information for the financial reassignment in the Note field.
Click OK. The Deny Pending EXCOL confirmation window opens.
Click Yes to process the responsibility change and deny the pending external collection adjustment.
Click No to process the responsibility change and do not deny the pending external collection adjustment.
The service fee (SVCFE) line item is updated with the payer or guarantor assigned as the responsible party. The Outstanding Balance Information on the Generaltab is also updated with the responsible party.