Retroactive Payor Change - PM

Compile

1. In the Compile or Post field, select Compile to create a temporary file for clients who will have a payor change.
2. In the Compile Interim Billing Batch? field, select whether or not to compile information based on the services included in an interim billing batch.
   If Yes, select the specific batch in the Interim Billing Batch field.
3. In the Compile Individual or All Clients field, select 'All Clients' or 'Individual'. If 'Individual' is selected, the Client ID to Compile field will become required. Do not fill out this field if you are selecting 'All Clients'.
4. In the From Date field, enter the starting service date. This field is display-only when posting a payor change.
5. In the To Date field, enter the ending service date. This field is display-only when posting a payor change.
6. 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.
7. In the Guarantors To Transfer Liability From field, select the guarantor.
8. In the Programs to Exclude field, select the treatment programs that will be excluded from liability transfer.
9. In the Only Include Services That Have Been Claimed? field, select whether or not to filter out services that have not yet been included on a claim.

Post

1. In the Compile or Post field, select Post to post the payor change to myAvatar PM. Liability will be transferred to the first open billing period.
2. In the Posting Date field, enter the posting date.
3. In the Date of Receipt field, enter the received date.
4. In the Transfer Code field, select the transfer code. Transfer codes are set up in the Posting/Adjustment Codes Definition form. The posting process will transfer to the next available guarantor in Financial Eligibility when using a Re-Distribute type transfer code.
5. In the Payor To Assign field, select the payor. This field is enabled when Transfer is selected (Transfer Code field).

Review and Submit

• Click 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.
• Click Submit. A message displays the number of records, and the total amount of revenue that has been moved to the payors.