Complete this task to review the case of a SVCFE line item. 

When viewing a case, the Case: ID page appears in read-only mode. You can only view information on the related tabs and cannot change any information on the tabs.

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 for the case to review.

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 View Tran. A read-only version of the Case: ID page opens.


3

Click the appropriate tab to see the related information.

  • Patient, Guarantor & Insurance
  • General Case Information
  • Procedures & Provider Time
  • Additional Case Information
  • Outcomes
  • Notes

You can only view, and cannot change any related information on the case:




Related Topics

Accounts

Accounts Page

Act: [ID] / General Tab

Act: [ID] / Active AR Tab 

Act: [ID] / Collections Tab 

Act: [ID] / Notes Tab 

Act: [ID] / External Collections Tab 

Act: [ID] / Patient List Tab 

Update Person / Person Information Tab

Update Person / Insurance Tab

Update Person / Address History Tab

Searching for Accounts

Merging Guarantor Accounts

Generating Demand Statement

Applying Service Line Adjustments

Distributing On-Account Funds

Rebilling Claims with Fee Changes

Rebilling Claims without Fee Changes

Voiding Claims Sent in Error

Refunding Payments

Reversing Charges

Reversing Payments

Reversing Miscellaneous Adjustments

Reassigning Financial Responsibility

Viewing Claims

Viewing Payments

Viewing Attached Images

Transferring Service Fee Lines to Internal Collections

Transferring Service Fee Lines to External Collections

Creating Payment Plans

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

Creating Account Notes  

Updating Person

Related Training/Support Documentation

Not applicable for this topic

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