Advanced Billing Rule Override - PM

Re-distribute liability for services that have had liability inhibited through an advanced billing rule. This form creates a one-time exception to an advanced billing rule.

• Use the Advanced Billing Failed Compliance Report form to verify services that have had liability inhibited.
• Charges must have a billing status of OPEN.
• Advanced billing rules must be active (Yes selected in the Active field, Advanced Billing Rule Definition form).
• Advanced billing rules are applied to services after liability has been distributed.
• Liability can be verified through the Client Ledger form.
• Liability can be updated through the Close Charges form.

The following fields define the advanced billing rules display in the Select Advanced Billing Rule(s) screen. This list can be shortened by entering criteria such as service code, service from date, etc. Leaving the fields blank displays all advanced billing rules.

1. Go to: Avatar PM > Client Management > Account Management > Advanced Billing Rule Override
2. In the Client field, enter the client name or ID, and select.
3. In the Episode field, select the client episode.
4. In the Guarantor field, select the guarantor.
5. In the Service Code field, enter the service code name or number, and select.
6. In the Service From Date field, enter the service start date.
7. In the Service Through Date field, enter the service end date.
8. In the Rule Category field, select the rule category.
9. In the Overridden field: 
   • Select Yes display advanced billing rules that have been overridden, in the Select Advanced Billing Rule(s) screen.
   • Select No to hide the display of advanced billing rules that have been overridden.
10. In the Default All Or None field:
    • Select All to display the Select Advanced Billing Rule(s) screen with all advanced billing rules selected.
    • Select No to have no advanced billing rules selected.
11. Select Select Rule(s).
    Result: The Select Advanced Billing Rule(s) screen displays.
12. Select the advanced billing rules, click Ok.
13. The Advanced Billing Rule Description field shows the advanced billing rule name.
    Note: If multiple advanced billing rules are selected, this field is blank.
14. In the Override Rule(s) field, select Yes to override the advanced billing rule.
    Note: Overriding an advanced billing rule does not affect services that have been closed or have been rendered in closed billing periods.
15. In the Rule Override Comments field, enter advanced billing rule override comments.
16. Click Submit.

► Dictionary Value

• Rule category