Facility Functionality Major Overhaul Changes

Facility pages go full width

Facility pages extend the width of your computer screen. This change gives you a better viewing experience and frees up space for future development.

Facility invoice calculation change

Instead of the claim balance, the facility amount due is now used to calculate the facility invoice balance. The facility invoice amount will reflect the total amount of the claims on the facility invoice. A payment from a payer other than the facility to a claim on the invoice will not affect the facility balance.

Removing closed claims from an invoice

A "Remove from facility invoice" button used to display on the Claim page when the claim was on a invoice and had an outstanding balance. Now, we added the "Remove from facility invoice" button to the Claim page when the claim is in a Closed status. If there is a full payment from a non-facility payer that zeros out the claim's balance, resulting in a "Closed - balance resolved" status, the facility invoice total amount due will not be affected. To remove the closed claim from the invoice, a user must manually click the "Remove from facility invoice" button on the Claim page or click the X on the line associated with the claim on the Facilities page > Facility name > Outstanding claims tab.

Outstanding Balance Statement

Facility Summary page

The "With outstanding balance" tab on the top of the Facilities page now reads "With facility balances."

The "Facility balance" column shows the total amount due on the invoice.

Running Balance tab removed

Due to running balance tab inconsistencies, we have removed the Running Balance tab to reduce balance confusion.

Facility Outstanding Claims tab changes

The following changes were made to the Facilities page > Facility name > Outstanding claims tab.

Balances resolved by another payer still display on the Outstanding Claims tab

When the balance of a claim is resolved by another payer, the closed claim will display on the Outstanding Claims tab and the facility amount due for the closed claim will be included in the facility balance. A claim closed by another payer can be removed from the invoice by clicking the remove on the "Outstanding Claims" tab or from the Claim page. For more information on how to remove a closed claim from an invoice, see removing closed claims from an invoice.

"Outstanding balance" renamed "Facility amount due"

The "Outstanding balance" column on the Facilities page > Facility name > Outstanding claims tab, was renamed "Facility amount due." This column shows the payments/adjustments associated to the facility for the point in time the invoice was generated.

The calculation for this field is as follows:

• Facility is primary: Total charges - facility CO-45 - payments for facility - adjustments/write offs = facility amount due

• Facility is secondary or tertiary: Total charges - primary/secondary payments/adjustments - current payer (facility) payments/adjustments = facility amount due

Added

We added and/or modified several columns:

• Invoice #: Displays the claim's latest invoice number

• Invoice date: Displays the latest invoice date associated with the previous Invoice # column

• Facility paymts/adj: Total of all payments and adjustments/write-offs (excluding CO-45 - those are included in the Posted Contractuals column) for the current facility

• Non-facility pymnts/adj: Total of all payments/adjustments/write-offs/contractuals (any credit that impacts the claim balance) for all other payers besides the current facility payer

Removed or renamed columns

• Renamed "Amount due" to "Claim balance": Displays the claim balance

• Removed the "payment activity" column

The following figure is an example of the results of the above changes to this tab.