Family Financial Eligibility - PM

Create guarantor and benefit assignments that can be applied to one or more members of a selected family.

Creating guarantor and benefit assignments allows the user to define insurance coverage and limitations that are applied across the entire family rather than individual clients. All families registered through the Family Registration form are available to this form.

Prerequisites:

• A family must be set up in the Family Registration form.
• Yes must be selected for the guarantor in the Family Guarantor field (Guarantors/Payors form).

1. Go to: Avatar PM > Client Management > Account Management > Family Financial Eligibility
2. In the Select Family screen, enter the family name or ID and select. Click Select.
3. Click Financial Eligibility Report to generate a user-defined report (set up in the Import Report For Command Button Launch form - RADplus Utilities).
4. When finished, click Submit.

► Additional Sections

• Guarantor Selection
• Customize Plan
• Guarantor Assignment
• Policy Number Override

► Registry Settings

• Add Detailed Client Name
• Add Policy Number Override
• Allow Inquiry Program Override
• Benefit Plan Start/Stop Date Defaults
• Client Demographics - Additional Fields
• Customize Plan Description
• Default Subscriber Secondary ID
• Enable Contract Information
• Enable Default Guarantor Assignment
• Enable Medigap Support
• Enable Percentage of Coverage Based on Gross Charge
• Enable Variable Plan Limitations
• Include 'Per Diem Percentage Applies To'
• Include Subscriber Secondary ID Info
• Make 'Per Diem Rate' Not Required
• Other Subscriber Secondary ID Suffix
• Specify Insurance Plan Name Or Program Name At Client Level
• Specify Patient Signature Source Code (2300-CLM-10 and 2320-01-04)
• Specify Subscriber/Dependent Date (2100C/2100D-DTP and 2110C/2110D-DTP)
• Subscriber Information
• Support Foreign Address
• Support Foreign Address For Subscriber

► SQL Tables

• SYSTEM.family_guar_data
• SYSTEM.family_guar_emp_data
• SYSTEM.family_guar_subs_data
• SYSTEM.family_plan_assigned
• SYSTEM.family_pol_num_override