Financial Eligibility

Details

 Cross-episode financial eligibility client information can be entered in ProviderConnect or Avatar PM.

• At least one guarantor must be filed for the client in the Cross Episode Financial Eligibility form (Avatar PM) in order to file financial eligibility for the client.

Steps

1. In the Main Menu click Lookup Client.

• The Search Criteria screen displays.

2. Enter the client's name, ID, social security number.

3. Select the provider agency associated to the client.

• To display all clients - enter no data, click Search by Criteria.

4. In the Search Results screen click the client ID number.

5. In the Client Sidebar menu click Financial Eligibility.

• The ProviderConnect - Financial Eligibility screen displays.

6. Click a record date link.

• The Guarantor Selection section displays.

7. Click Review Eligibility Information.
   The Review Eligibility Information screen displays.

8. Click View in a guarantor row.

• The Guarantor Details screen displays.

9. To display customized benefit plan information for the guarantor, in the Billing Plan Assigned section click 'View' for a billing plan level.

10. Click Return.