When you are presenting a patient's treatment plan, you can view details of the estimated guarantor portion for the treatment-planned procedures. For each charge listed in the view, you can see how much was charged, if there is a remaining insurance portion, if any credit adjustments and payments were applied, and the remaining balance.
Viewing the details of an estimated guarantor portion for a treatment plan
How to get there
Use the Patient Search box to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
Skip step C.
On the Patient menu, under Clinical, click (or tap) Treatment Planner.
The patient's clinical record opens with the Tx Planner tab selected.
Under Active, select a case.
The procedures that belong to the selected case appear.
Click (or tap) Preview.
The treatment plan appears.
While presenting a patient's treatment plan case, click (or tap) the amount next to Estimated guarantor portion.
The Guarantor Portion page opens.
In the Tx Case section, for each treatment-planned procedure listed, the following appear:
Charge Description - The description of the charge and the date of service.
Patient Name - The patient whom the charge corresponds to.
Charge Amount - The amount charged. This amount comes from the provider's fee schedule or, if a fee schedule is not attached to the provider, the location's fee schedule.
Insurance Portion Remaining - The estimated insurance portion.
Credit Adjustment Amount - This is always zero (0.00) for a treatment-planned procedure.
Payments Made - This is always blank for a treatment-planned procedure.
Guarantor Portion - The estimated guarantor portion.
Also, by expanding the Ledger Items (Guarantor Account) section, you can view the same information for completed procedures in the Ledger with the following differences:
Credit Adjustment Amount - The total amount of any credit adjustments applied.
In the Ledger Items (Guarantor Account) section, only charges with a remaining balance (insurance and/or patient) appear.
The charges for completed procedures are for the patient who is currently selected, that patient's guarantor (if different), and all the patients who have that guarantor. The charges for treatment-planned procedures are for the current patient only.
The Guarantor portion for this Tx Case amount applies only to the patient who is currently selected. The other totals at the bottom apply to the current patient, that patient's guarantor (if different), and all the patients who have that guarantor.
The insurance portions, credit adjustments, and payments appear as negative numbers to help make it clear how they affect the guarantor portion—they reduce it.
To return to the preview of the treatment plan case, click (or tap) Back to Tx Case Preview.