New Payer Scenario

Follow these steps to add a new payer scenario:

1. On the Settings menu, click Other Lists>New Payer Scenario. This opens the New Payer Scenario task.

Optionally, if you are adding more than one payer scenario during the same work session, you can click Find Payer Scenarios to open the Find Payer Scenario task (or browser); and then click the New button on the Task Button Bar of the browser to add a new payer scenario. As you add new payer scenarios to the system, the new payer scenarios will be added to the list area of the browser.

2. Enter the following information:

Name: Enter the name for the new payer scenario.
Type: Select the payer scenario type from the drop-down list ("Attorney Lien," "Normal," "Unpayable," or "Workers Comp"). Note: Any charges associated with a payer scenario that is set to "Unpayable" will be excluded from claims generated by encounters. Instead, once an encounter has been approved, it will be placed under the "Unpayable" tab of the Encounters browser. You will be able to track unpayable encounters through certain reports, but the charges will not be reflected in patient or insurance balances.
Send patient statements?: To disable the sending of patient statements for this payer scenario, clear the checkbox. Note: Any charges associated with a payer scenario that is set to not send patient statements, or any charges associated with a case record that is set to not send patient statements will be excluded from the Patient Statements wizard. Also, any charges which have open balances but which are associated with cases where the Send patient statement? checkbox is disabled will not be included in the list when a user is preparing to generate patient statements, or will not be considered in the patient balance, insurance balance, total balance, or the aging on the patient statements.
Description: Enter a brief description to describe the purpose of this payer scenario, if desired.

3. Click Save on the Task Button Bar to add the new payer scenario; or to exit from the task without saving the new entry, click Cancel.