Overview
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(Click an image below to enlarge.)
Insurance Tab
Insurance Tab / General Sub-tab
Insurance Tab / Service Line Sub-tab
Insurance Tab / Account Notes Sub-tab
Insurance Tab / Collection Actions Sub-tab
Field Definitions
Field | Type | Required | Description | ||
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| Filters | Filter | No | Filtering options used to specify which collection tasks are listed by guarantor account. Allows the list of collection information to be filtered by Account, Payer, and Collector. As you type, the collection information in the list is filtered to show only the data that matches what was typed. To restore the list to all collection information, clear the contents of the filters. | ||
| Count | Read-only (system count) | Yes | Provides the number of items included in the collection tasks list. | ||
| Practice | Display Only (pulled from Claim) | Yes | The practice associated with the collection task. | ||
| Attachment | Read-only System generated if there is an attachment associated with the line item. | Yes | The field will display Yes or No depending on if there is an associated attachment. | ||
| Account | Display Only (pulled from Claim) | Yes | The account number of the guarantor account. | ||
| Case | Display Only (pulled from Claim) | Yes | The identification number of the case associated with the claim. | ||
| Patient | Display Only (pulled from Claim) | Yes | The name of the patient. | ||
| Facility | Display Only (pulled from Claim) | No | The name of the facility where services were rendered. | ||
| Provider | Display Only (pulled from Claim) | Yes | The name of the billing provider for which the claim was submitted. | ||
| Payer | Display Only (pulled from Claim) | Yes | The name of the insurance company that is financially responsible for the account. | ||
| Plan | Display Only (pulled from Claim) | Yes | The name of the insurance plan that is financially responsible for the account. | ||
| Rank | Display Only (pulled from Claim) | Yes | The order in which the payer has financial responsibility when there is more than one payer, for example, primary, secondary, tertiary 1, and tertiary 2. Each payer is identified by a number from 1 to 3, indicating the rank of the payer. The following numbers are used:
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| DOS | Display Only (pulled from Claim) | Yes | The date of service of the procedure. | ||
| CPT | Display Only (pulled from Claim) | Yes | The five-digit code that identifies the general procedure code/HCPCS. | ||
| ASA | Display Only (pulled from Claim) | Yes | The five-digit code that identifies the anesthesia procedure code. | ||
| Billed Amount | Display Only (pulled from Claim) | Yes | The total amount billed for the service line item. | ||
| Expected Amount | Display Only (pulled from Claim) | Yes | The expected amount of payment from the responsible party for the amount billed, which is determined by the expected fee schedule configured at the practice configuration. | ||
| Balance | Display Only (pulled from AR) | Yes | The current balance on the guarantor account. | ||
| Last Action | Display Only (pulled from defined Collection Actions) | Yes | The action defined as Action Type in the collection action and corresponds to the last action taken in the collection effort, for example, phone call, follow-up phone call, or demand letter. | ||
| Last Action Date | Display Only (pulled from defined Collection Actions) | Yes | The date defined as the Next Action Date in the collection action and corresponds to the last date that action was taken in the collection effort. | ||
| Next Action | Display Only (pulled from defined Collection Actions) | Yes | The action defined as the Next Action Type in the collection action and corresponds to the next action to be taken in the collection effort. | ||
| Next Action Date | Display Only (pulled from defined Collection Actions) | Yes | The date the next action is scheduled to occur based on the practice configuration. This date is automatically filled in based on the selection for the Next Action Type. You can accept the default date or override the date by typing or selecting another date. The year is automatically populated with the current year. | ||
| Collector | Display Only (pulled from the Practice's Insurance Collections assignment rules) | No (either the Collector OR Collector Group will be populated) | The name of the collector to whom the task is currently assigned. | ||
| Collector Group | Display Only (pulled from the Insurance Collections assignment rules) | No (either the Collector OR Collector Group will be populated) | The name of the collector group to which the task is currently assigned. | ||
| Last Denial Code | Display Only (pulled from Claim) | Yes | The group and reason code for the last payment for the responsible insurance plan. (e.g., Group Code - Reason Code) | ||
| Member Number | Display Only (pulled from Claim) | Yes | The unique number issued by the payer to identify the patient who participates in a group plan. | ||
| Group Number | Display Only (pulled from Claim) | Yes | The unique number issued by the payer to the owner of the insurance policy. | ||
| Contact Phone | Display Only (pulled from Claim) | No | The 10-digit telephone number of the contact person for the plan. | ||
| General Sub-tab | The information displayed in this sub-tab is for the selected line item at the top of the page. If multiple lines are selected, the sub-tab is blank. | ||||
| Aging Balances | Display Only (pulled from AR) | Yes | The area has column headings that represent the aging intervals on the account. The past due amounts appear in the appropriate column based on the age of the uncollected past due balance.
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| Guarantor | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The name of the guarantor.
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| Address 1 | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The street address of the guarantor. | ||
| Address 2 | Display Only (Pulled from created/updated Accounts/Persons) | No | The address line 2 of the street address for the guarantor. | ||
| City/State | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The city, state, and zip code of the guarantor. | ||
| Day Phone | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The 10-digit telephone number (Day) of the guarantor. | ||
| Evening Phone | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The 10-digit telephone number (Evening) of the guarantor. | ||
Date of Birth | Display Only (Pulled from created/updated Accounts/Persons) | No | The date of birth of the guarantor of the account. | ||
| Account | Display Only (Pulled from created/updated Accounts/Persons) | Yes | The account number of the guarantor account.
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| Account Status | Drop Down | No | The values in the drop down list assist in grouping and searching for accounts. | ||
| Returned Mail | Checkbox | No | Sets the flag to indicate mail has been returned on the account and follow-up is needed. | ||
| Last Payment Date | Display Only (Pulled from created/updated Accounts/Active AR) | No | Date of the last patient or guarantor payment received on the account. | ||
| Last Payment Amount | Display Only (Pulled from created/updated Accounts/Active AR) | No | The amount of the last patient or guarantor payment. |
| Last Payment Type | Display Only (Pulled from created/updated Accounts/Active AR) | No | Designates the type of payment. Values will be: IPYMT or GPYMT. | ||||||
| Payment Plan | Display Only (Pulled from created/updated Accounts) | Yes | Indicates if there is currently a payment plan on the account. Values will be Yes (if active for the account) or No (if not active for the account). | ||||||
| Statement Processing | Drop Down | Yes | The option controls whether statements are generated on the account. By default, the option is set to Send. Options include:
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| Next System Statement Date | Read-only System-generated | No | The system will generate a statement for the account on the Next System Statement date. If you wish to generate the next statement on a date prior to or after the Next System Statement date, select or enter a date in the Override field. | ||||||
| Override | Checkbox / Calendar Date | No | If you wish to generate the next statement on a date prior to or after the Next System Statement date, select the checkbox and enter a date in the Override field. | ||||||
| Service Line Details Sub-tab | The information displayed in this sub-tab is for the selected line item at the top of the page. If multiple lines are selected, the sub-tab is blank. | ||||||||
| Patient | Display Only (pulled from Claim) | Yes | The name of the patient on the case. | ||||||
| Date of Birth | Display Only (pulled from Claim) | Yes | The date of birth of the patient. | ||||||
| Subscriber | Display Only (pulled from Claim) | Yes | The person who owns the insurance coverage. | ||||||
| Subscriber # | Display Only (pulled from Claim) | Yes | The identification number of the insurance owner. | ||||||
| Member # | Display Only (pulled from Claim) | Yes | The unique number issued by the payer to identify the patient who participates in a group plan. Member IDs and Subscriber IDs can be the same or a different number based on whether the insurance company issues separate numbers to identify its participants. The member identification number is used by some payers to differentiate between the employee and the participating dependents, for example, 00 might identify the employee and 01 might identify the spouse of the employee. | ||||||
| Group # | Display Only (pulled from Claim) | Yes | The unique number issued by the payer to the owner of the insurance policy. | ||||||
| Plan | Display Only (pulled from Claim) | Yes | The name of the plan to which claims are submitted. | ||||||
| Payer ID | Display Only (pulled from Claim) | Yes | The unique payer identification number. | ||||||
| Contact | Display Only (pulled from Claim) | Yes | The contact name for the responsible plan. | ||||||
| Address 1 | Display Only (pulled from Claim) | Yes | The address (line 1) for the responsible plan. | ||||||
| Address 2 | Display Only (pulled from Claim) | No | The address (line 2) for the responsible plan. | ||||||
| City, State, Zip | Display Only (pulled from Claim) | Yes | The city, state, and zip code for the responsible plan. | ||||||
| Phone | Display Only (pulled from Claim) | Yes | The phone number for the responsible plan. | ||||||
| Additional Info | Display Only (pulled from Claim) | No | Additional plan information of the responsible plan. | ||||||
| Case | Display Only (pulled from Claim) | Yes | The identification number of the case.
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| Procedure | Display Only (pulled from Claim) | Yes | The procedure performed on the case. The information is displayed with the values: CPT / ASA. | ||||||
| Date of Service | Display Only (pulled from Claim) | Yes | The date the services were rendered. | ||||||
| Provider | Display Only (pulled from Claim) | Yes | The name of the provider of the service. | ||||||
| TIN | Display Only (pulled from Claim) | Yes | The tax identification number of the provider. | ||||||
| Provider NPI | Display Only (pulled from Claim) | Yes | The NPI number of the provider. | ||||||
| Group NPI | Display Only (pulled from Claim) | Yes | The NPI number for the provider group (facility). | ||||||
| Facility | Display Only (pulled from Claim) | Yes | The facility where the services were rendered. | ||||||
| Claim Amount | Display Only (pulled from AR) | Yes | This field displays two values for the claim: Amount Billed / Current Balance. | ||||||
| Account Notes Sub-tab | The information displayed in this sub-tab is for the selected line item at the top of the page. If multiple lines are selected, the sub-tab is blank. | ||||||||
| Created | Read-only (system-generated) | Yes | The date and time the note was saved. | ||||||
| Case | Read-only | No | This note was entered on the Notes tab of the indicated case. Click the hyperlink to open the applicable Case: [ID] page. | ||||||
| Note | Display Only (pulled from created Notes) | Yes | The text of the note. | ||||||
| Type | Display Only (pulled from created Notes) | Yes | The Note Type assigned during creation of the note. Options include:
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| Created By | Read-only | Yes | The person who created the note. | ||||||
| Collection Actions Sub-tab | The information displayed in this sub-tab is for the selected line item at the top of the page. If multiple lines are selected, the sub-tab is blank. | ||||||||
| Action Date | Read-only (system generated when the action is created) | Yes | The date and time the action was initiated. The action date is displayed in the following format: mm/dd/yyyy. | ||||||
| Note | Display Only (pulled from created Action/Action Series) | No | The text of the note added to the action. | ||||||
| Initiated By | Read-only (system generated when the action is created) | Yes | The name of the person who initiated the action. For a system-generated action, this value is System. For an action entered by a person, the value is displayed in the following format: last name suffix, first name, and middle name, for example, Smith Jr., John Adam. | ||||||
| Action | Display Only (pulled from created Action/Action Series) | No | The description of the action. This description can be system-generated or entered by a user. Samples include:
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| Next Action | Display Only (pulled from created Action/Action Series) | No | The pre-defined action the collector will perform next in the series of actions. The Action Type is defined in the practice configuration and determines the series of events that will occur in the collection effort. | ||||||
| Next Action Date | Display Only (pulled from created Action/Action Series) | No | The date the next action is scheduled to occur based on the practice configuration. This date is automatically filled in based on the selection for the Next Action Type. You can accept the default date or override the date by typing or selecting another date. The year is automatically populated with the current year. | ||||||
| Letter | Display Only (pulled from created Action/Action Series) | No | The identification number assigned to the collection letter when it is generated.
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| Letter Layout | Display Only (pulled from the action types created for the practice) | No | The collection letter that is linked to the action. This layout determines the content of the collection letter.
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| Printed At | Read-only (system generated when the letter is generated) | No | The time and date that the letter was initially printed.
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Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides | ||
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| Search | [Alt] + [S] | To search and locate guarantor accounts in collection. |
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| Account | [Alt] + [A] | To review and manage a guarantor account. |
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| Reassign | [Alt] + [R] | To reassign collection tasks from one collector to another for either guarantor or insurance collections. | Reassigning Collection Tasks | ||
| [Alt] + [P] | To generate the Guarantor Collection Tasks report, which contains the contents of the collections tasks that are currently listed on the Guarantor tab, excluding collection actions. |
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| Message | [Alt] + [M] | To create a message or task for another Connect user related to the insurance collections on the practice. |
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| View Attach | [Alt] + [V] | To open the Image Viewer window for the line item's attachments. |
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| Rebill | Not applicable | To rebill the service line item. | Perform the system rebill: | ||
| Create | [Alt] + [T] | To create a collection action for guarantor and insurance collection tasks. | Creating Collection Actions | ||
| Print Letter | [Alt] + [L] | To print a collection letter from the Collection Actions section. | Printing Collection Letters on Demand | ||
| General Sub-tab | |||||
| Demand Statement | Not applicable | To generate a statement before the regularly scheduled statement cycle. | Generating Demand Statement | ||
| Account Notes Sub-tab | |||||
| Search | [Alt] + [E] | To find a note. |
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| Create | [Alt] + [T] | To add a note to the account. | Creating Account Notes | ||
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