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.


3Review 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
  • 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 General tab is also updated with the responsible party.







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

Update Person / Appointment 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

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

Update Person / Appointment 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 Cases

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

Viewing Cases

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



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