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 Status - (Handout) Use Guarantor Account Status to suppress statements and/or to communicate information about the guarantor.
  • Hospital Billing Guarantor Summary - (Handout) The Guarantor Summary screen in the Hospital Billing (HB), is also known as Enterprise GuarantorHospital Billing Guarantor Summary - (Handout)
  • 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.
  • 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.
  • 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

Return to Epic Resources