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Financial Eligibility Report - PM

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Generate a report that details the guarantor and plan information entered for a specific client and episode in the Financial Eligibility form.

Prerequisite:

  • A guarantor must be associated with the client in the Financial Eligibility form.

  1. Go to Avatar PM > Billing > Billing Reports > Individual Client Reports > Financial Eligibility Report.
  2. In the Client ID field, enter the client name, and select.
  3. In the Episode Number field, select the client episode.
  4. In the Guarantor field, select the guarantors.
  5. Click Process.