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Liability Update - PM

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Update a client's liability. Updating liability pushes billing edits through myAvatar PM if the services on the client's account are in an open status. Updating liability insures that the latest service code fee, guarantor definition, and benefit plan definition are used when determining the liability associated with a rendered service.

Note: This form cannot be used to close charges. To close charges, open the Close Charges form.

  • This form is enabled through the Include Liability Update Form registry setting.

  1. Go to: Avatar PM > Billing > Bill Production > Interim Batch Creation > Liability Update.
  2. In the Thru Date field, enter the last service date to ensure liability rules are performed. Dates must be entered DDMMYY.
  3. In the Individual, All, Or Interim Batch Cycle field:
    • Select All Clients to perform a liability update for all myAvatar clients through the date entered.
    • Select Individual to update liability for a specific client.
      • In the Client ID field, enter the client name, and select.
      • In the Episode Number field, select the client episode. If no episode is selected, liability is updated for all of the client's episodes.
    • Select Interim Batch Cycle to update liability for an interim billing batch.
      • In the Interim Batch Number field, select the specific batch.
    • Select Quick Billing Batch to update liability for a quick billing batch.
      •  In the Quick Billing Batch Number field, select the specific batch.
        Note: This field populates when a claim has been generated, or services have been closed through the Quick Billing form.
  4. Select Submit.
► Registry Settings
► Test Scripts

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.