Resolute (Billing)

Actions to maintain guarantor and hospital accounts can be performed on Guarantor Account Maintenance, Hospital Account Maintenance, or both.

Guarantor Account Maintenance is all about the guarantor – all of the guarantor’s accounts and balances. PB charges, payments, and adjustments post to the Guarantor Account.

Hospital Account Maintenance is about a single HAR, either PB or HB. The Liability Bucket activity shows where the HAR is in the revenue cycle, and has additional functionality for HB HARs. HB charges, payments, and adjustments post to the Hospital Account.

Resources

The following resources provide information on Account Maintenance functionality in Resolute.

Guarantor Account Maintenance

  • Change Guarantor on an HB HAR - (Handout) The Change Guarantor wizard is a single workflow to create a new guarantor account and link it to the HB HAR.
  • Change Guarantor on a PB HAR - (Handout) The Change Guarantor wizard is a single workflow to create a new guarantor account and link it to the PB HAR.
  • Claim Status Insights - PB - (Handout) Enhanced Claim Statuses provide insights as to where exactly the claim is in the payer’s adjudication process. This reduces the need to go to external payer portals or call payers for follow-up.
  • Demand a Statement - (Handout) Immediately print a guarantor statement on demand.
  • Find the Correct Guarantor Account - (Handout) Use the Guarantor Account Selection fields and the information on the Guarantor Item Select lookup window to find the correct guarantor.
  • Guarantor Account Lookup and Summary (EU22) - (eLearning: 5 min) Learn about the Guarantor Lookup function and the Guarantor Summary activity and explore some efficiency tips.
  • Guarantor Account Maintenance - (Handout) Learn about the Guarantor Account Maintenance user interface.
  • Guarantor Account Maintenance History Activity (EU22) - (eLearning: 5 min) Learn about the History activity and how to filter History to see the information you want to see.
  • Guarantor Account Notes (EU22) - (eLearning: 4 min) Learn how to create and edit Guarantor Account Notes.
  • Guarantor Account Status - (Handout) Use Guarantor Account Status to suppress statements and/or to communicate information about the guarantor.
  • Open Multiple Guarantor Accounts - (Handout) Having more than one guarantor account open at the same time is useful when comparing one account to another.
  • Payment Plans - (Handout) Use Epic’s Payment Plan module to view, create, edit, and deactivate a guarantor’s payment plan.
  • Use the Professional Inquiry Filters - (Handout)Use the Filters on the Prof Inquiry activity to narrow the list of transactions, Inquiries, visits, or invoices.
  • View Comments - (Handout) Users enter comments in Comment dialogs throughout Professional Billing.

Hospital Account Maintenance

  • Account Activity - (Handout) Always thoroughly document any activity on an account with an appropriate Account Activity.
  • Bucket Activities (EU22) - (eLearning: 4 min) Learn about Liability Bucket Activities.
  • Claim Status Insights - HB - (Handout) Claim statuses now appear throughout liability bucket workflows. The Claim Status, Status Reason, and other information are available at a glance to help you determine your next steps in addressing claim follow-ups.
  • Demand a Detail Bill - (Handout) A Detail Bill is an itemized charge listing for a single HAR.
  • Demand a Statement - (Handout) Immediately print a guarantor statement on demand.
  • Edit, Transfer, and Deactivate Account Notes - (Handout) Users can edit an account note, transfer a note to a different hospital account, or deactivate a note.
  • Hospital Account Maintenance - (Handout) Learn about the Hospital Account Maintenance workspace.
  • Liability Bucket (EU22) - (eLearning: 5 min) Learn about the Liability Bucket workspace in Hospital Account Maintenance.
  • Payment Plans - (Handout) Use Epic’s Payment Plan module to view, create, edit, and deactivate a guarantor’s payment plan.
  • Stop Bills and DNB Checks - (Handout) Stop Bills and DNB (Discharged Not Billed) checks stop an HB HAR in the revenue cycle.

Related Pages

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