Copy Financial Eligibility Information - PM

Copy financial eligibility information from one episode to another.

• This form is enabled through the Add Copy Financial Eligibility Information Form To Menu registry setting.

1. Go to: Avatar PM > Client Management > Account Management > Copy Financial Eligibility Information
2. In the Select Client screen, enter the client name or ID, and select. If the client has multiple episodes, the Episode Information pre-display shows. Select the episode and click OK.
3. The following fields display information related to the selected episode:
   • Episode Number
   • Admission Date
   • Program
   • Social Security Number
   • Financial Investigation Medicaid Number
   • Financial Investigation Medicare Number
4. In the Episode To Default From field, select the episode that financial eligibility will be defaulted from.
   Warning: This selection overrides current coverage information for the selected episode.
5. Click Submit.