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Retroactive Payor Change - Cal-PM

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Change liability from one payor to another. All clients who meet the rules in this form will be affected. Prerequisites:

Note: Charges must be closed, or the accounting period containing the charges must be closed.

  1. Go to: Avatar PM > Client Management > Account Management > Retroactive Payor Change
  2. In the Compile or Post field:
    • Select Compile to create a temporary file for clients who will have a payor change.
    • Select Post to post the payor change to myAvatarPM.
      Note: Liability will be transferred to the first open billing period.
  3. In the From Date and To Date fields, enter the beginning and ending service dates. These fields are display-only when posting a payor change.
  4. In the Financial Classes To Transfer Liability From field, select the financial classes to transfer liability. Guarantors associated with the financial class display in the Guarantor(s) To Transfer Liability From field.
  5. In the Guarantors To Transfer Liability From field, select the guarantor.
  6. In the Programs to Exclude field, select the treatment programs that will be excluded from liability transfer.
  7. In the Posting Date field, enter the posting date.
  8. In the Date of Receipt field, enter the received date.
  9. In the Transfer Code field, select the transfer code. Transfer codes are setup in the Posting/Adjustment Codes Definition form.
  10. In the Payor To Assign field, select the payor. This field is enabled when Transfer is selected (Transfer Code field).
  11. Select Review Previously Compiled Information to generate the Retroactive Payor Change Compilation report, which details previously compiled file information. Use the Retroactive Payor Change Compilation report to review information before submitting the payor change.
  12. Select Submit.
    Result: A message displays the number of records, and the total amount of revenue that has been moved to the payors.