Resolute (Billing)

These tip sheets and training resources guide describe customer service-related workflows.

Resources

The following resources provide information on Customer Service functionality in Resolute.

• Guarantor Balance & Statement Inquiry - (Training Resource) The Power Point presentation for the Guarantor Balance & Statement Inquiry lesson.

• Coverage Changes - (Training Resource) The Power Point presentation for the Coverage Changes lesson.

• Update Guarantor Information - (Training Resource) The Power Point presentation for the Update Guarantor Information lesson.

Adjustments

• Post an HB Adjustment - (Handout) Adjust HB charges through the Liability Bucket Info activity on Hospital Account Maintenance.

• Post a PB Adjustment - (Handout) Adjust PB charges through the Prof Tx Inquiry activity on Hospital Account Maintenance or Guarantor Account Maintenance.

Cash Drawer

• Cash Drawer

Coverage Changes

• Coverage Changes - (Handout) An outline of the coverage change workflow.

• Add a Secondary Coverage after the Primary has Paid - (Handout) The workflow for adding a secondary coverage after the primary has paid.

• Account Activity - (Handout) Document the Coverage Change Always thoroughly document any activity on an account with an appropriate Account Activity.

Distribute Credits

• Distribute a PB Credit - (Handout) Pre-Payments and undistributed payments are posted, by default, to Professional Billing (PB). Steps on how to distribute (match) payments to a PB balance are provided.

• Transfer a Payment to Hospital Billing - (Handout) Transfer a Credit to Hospital Billing – (Handout) Credits that need to be applied to hospital charges should be transferred to Hospital Billing (HB).

• Transfer a Payment to Professional Billing - (Handout) Credits posted to Hospital Billing that need to be applied to professional charges should be transferred to Professional Billing (PB).

Guarantor Account Maintenance

• PB Revenue Cycle - (Handout) A diagram of the PB Revenue Cycle.

• Guarantor Account Status - (Handout) Use Guarantor Account Status to suppress statements and/or to communicate information about the guarantor.

• 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.

Hospital Account Maintenance

• HB Revenue Cycle - (Handout) A diagram of the HB Revenue Cycle.

• Stop Bills and DNB Checks - (Handout) Stop Bills and DNB (Discharged Not Billed) checks stop an HB HAR in the revenue cycle.

• Account Activity - (Handout) Always thoroughly document any activity on an account with an appropriate Account Activity.

Patient Estimates

• Generate a Patient Estimate - (Handouts) Financial counselors can provide estimates to patients in a timely and consistent manner using the Epic Estimator. The Epic Estimator uses historical data to determine a cost estimate for a particular service. Estimates for an existing patient are part of the Patient record.

• Manage Patient Estimates - (Handouts) This tip sheet describes the Estimates Module screens and functions.

Patient Payments

• Collect a Pre-payment - (Handout) Post a pre-payment in Epic during check in, check out, or prior to the encounter.

• Reprinting a Receipt - (Handout) This handout reviews the process for reprinting a receipt.

• Payment Plans - (Handout) Use Epic’s Payment Plan module to view, create, edit, and deactivate a guarantor’s payment plan.

• Demand a Statement - (Handout) Immediately print a guarantor statement on demand.

• Demand a Detail Bill - (Handout) A Detail Bill is an itemized charge listing for a single HAR.

Related Pages

• Resolute (Billing)

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