Automatic Medi-Cal Revenue Assignment - Cal-PM

Transfer liability from financial classes to a Medi-Cal guarantor when eligibility has been determined. If the accounting period is closed, services are assigned to the Medi-Cal guarantor for the next open accounting period.

Note: This process will verify the Medi-Cal guarantor's coverage against the online MEDS file regardless of the value designated in the 'Verify Coverage Against On-Line MEDS File' field on the Guarantors/Payors form.

Prerequisites:

• Clients must be associated with a Medi-Cal guarantor (financial eligibility forms).
• A guarantor must have Medi-Cal selected in the Financial Class field (Guarantors/Payors form).
• Services must be closed, or in a closed accounting period.

1. ---

   Go to: Avatar PM > Client Management > Account Management
2. In the Compile Or Post field:

• Select Compile to create a file containing Medi-Cal eligible clients. A file must be compiled before it can be posted. A dialog displays if a compiled file already exists. Selecting Yes overwrites the file.
• Select Post to transfer liability to the first open billing period, and apply it to a Medi-Cal payor.

2. In the From Date field, enter the earliest service date to include.
3. In the To Date field, enter the last service date to include.
4. In the Financial Classes To Transfer Liability From field, select the financial classes to transfer liability.
5. In the Guarantors To Transfer Liability From field, select guarantors to transfer liability. Guarantors display that are associated with selected financial classes.
6. In the Programs To Exclude field, select the treatment programs to exclude from the liability transfer.
7. In the Medi-Cal Payor to Assign field, select the Medi-Cal payor to transfer liability.
8. In the Posting Date field, enter the posting date.
9. In the Date of Receipt field, enter the receipt date.
10. In the Transfer Code field, select the transfer code to apply to the transaction.
11. Select Review Previously Compiled Information to generate the Medi-Cal Revenue Assignment report.

• The report contains information from the compiled file.
• Generate the Medi-Cal Revenue Assignment report to view assignments of the previously compiled file before clicking Submit. The report contains Medi-Cal information entered in this form.

12. Select Submit.
    Result: A dialog displays the number of records, and the total amount of revenue assigned.