Contractual Allowance (Inpatient) - PM

Create contractual allowance entries for client episodes with contract guarantors and benefit plans.

• This form compiles for inpatient and partial hospitalization contracted guarantors, and benefit plans.
• These entries display in the client ledger for each client.
• Contractual allowance amounts can be posted automatically for contract guarantors:
  • Select Contractual Allowance By Liability Distribution (Does This Guarantor Use Contractual Allowance By Batch Or Through Liability Distribution field, Guarantors/Payors form).

Prerequisites:

• The guarantor must be a contract guarantor. Contract Guarantor is selected in the Guarantor Nature field (Guarantors/Payors form).

1. Go to Avatar PM > Billing > Contractual Allowance > Contractual Allowance (Inpatient).
2. In the Compile, View, Or Post field:
   • Select Compile to assemble contractual allowance adjustments into a file. Charges do not have to be closed to compile a file. If charges are closed, the file must be compiled again in order to post.
   • Select Post to enter the adjustments to the client ledgers.
   • Select View to generate a report for a compiled file. When the contractual allowance is compiled before charges are closed, information displays in the error section of the report.
3. In the Month/Year To Run Report For field, enter the month and year of the adjustment. The accounting period must be open.
4. In the Posting Date field, enter the posting date.
5. In the Sort Item field, select the primary sort for the adjustment report.
6. In the Sub-Sort By Financial Class field:
   • Select Yes to use financial class as a secondary sort.
   • Select No to sort the report using the Sort Item field.
7. In the (S)ummary Or (D)etail field:
   • Select (S)ummary to generate a summary contractual adjustment report.
   • Select (D)etail to display each service in the report.
8. Click Process.

The Contractual Allowance (Inpatient) report displays the information entered in this form.