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.
Step-By-Step Guide
Step | Instructions | Additional Information |
|---|---|---|
| 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. |
| 2 | Click Roll To. The Change Responsibility window opens.  | |
| 3 | 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. | |
| 4 | Open the Roll To drop down list and select the payer or guarantor taking financial responsibility for the service fee. | |
| 5 | (Optional) Enter the reason or any other information for the financial reassignment in the Note field. | |
| 6 | Click OK. The Deny Pending EXCOL confirmation window opens. | |
| 7 |
| The service fee (SVCFE) line item is updated with the payer or guarantor assigned as the responsible party. The Outstanding Balance Information on the General tab is also updated with the responsible party. |
Act: [ID] / External Collections Tab
Update Person / Person Information Tab
Update Person / Address History Tab
Applying Service Line Adjustments
Rebilling Claims with Fee Changes
Rebilling Claims without Fee Changes
Reversing Miscellaneous Adjustments
Act: [ID] / External Collections Tab
Update Person / Person Information Tab
Update Person / Address History Tab
Applying Service Line Adjustments
Rebilling Claims with Fee Changes
Rebilling Claims without Fee Changes
Reversing Miscellaneous Adjustments
Reassigning Financial Responsibility
Transferring Service Fee Lines to Internal Collections
Transferring Service Fee Lines to External Collections
Canceling Pre-Collections on Service Fee Lines
Suspending Pre-Collections Eligibility Status on a Specific Service Fee Line
Holding Statements on Specific Service Fee Lines
Generating the Remit Detail Report
Printing the Account AR Activity
Generating the Account Overview Report
Transferring Service Fee Lines to Internal Collections
Transferring Service Fee Lines to External Collections
Canceling Pre-Collections on Service Fee Lines
Suspending Pre-Collections Eligibility Status on a Specific Service Fee Line
Holding Statements on Specific Service Fee Lines
Generating the Remit Detail Report
Printing the Account AR Activity
Not applicable for this topic