Guarantor accounts, guarantor, snapshot transaction inquiry Flashcards
Guarantor accounts are created by who and when?
Membership administration
During the back end on boarding process
Staff can you create what type of guarantor account in real time?
P/F personal family
What kind of guarantor accounts can PRA’s not create?
Workers comp
Employee health
Other accounts
Where do you activate in deactivate guarantor accounts
In the guarantor account folder under active column
Guarantor snapshot provides what
Condensed overview of the guarantors professional billing record/Account
Which items provide a quick view of the last five items listed in the guarantor snapshot
Visits
Statement
Payments
Refund
Balances and guarantor, snapshot show distribution of funds in various buckets, including what
Insurance
Self-pay
Undistributed
Bad debt
What is located under the guarantor overview?
Demographic
Information
Payment plan details
Basic notes on statements
Kp.org
Workqueses the guarantor Account may be in
Contact history and guarantor snapshot shows
Who have access to guarantor account
Notes or activities that have been documented
Letters listed here, including MFA, & payment plan, letters
To view printed letters, where do you go?
Guarantor snapshot
Contact history and locate MFA letter
Click the arrow next to the activity to expand and view
Select view to access the PDF
Then print
Transaction inquiry provides
The professional building record for each patient listed on the guarantor account
Double clicking on the line in transaction inquiry provides
Detail view of line item selected
When providing outstanding balance details at check-in, what is the only information that can be provided?
CPT code level information
What is prohibited for the PRA’s to release to member when discussing outstanding balances?
Diagnosis code
What is approved PHI that can be released when discussing outstanding balances
CPT code/procedure
Appointment department
Appointment date
Provider
Co-pay amount
