View the Expected Payment Detail

1. Access the Expected Payment Detail page.

   If you know the account number:

   • Select Go To > Account Research > By Account Number. The Account Research by Account Number page opens.
   • Type the account number and click Display Account. The Patient Account Audit page opens.
   • Click the Total Expected Payment link. The Expected Payment Detail page opens.

   If you do not know the account number:

   • Select Go To > Account Research > from Worklist. The Account Research from Worklist page opens.
   • From the Task list, select Create Worklist.
   • Specify other selection criteria and click Display Accounts. The Account Worklist page opens. For more information about search criteria, refer to Specify Account Worklist Criteria.

     Note: PEM claims are not included in worklist results.

   • Click the account number you want to review in the Account Number column. The Patient Account Audit page opens.
   • Click the Total Expected Payment link. The Expected Payment Detail page opens.
2. Review the expected payment detail information.
3. Optionally, you can perform any of the following actions:
   • Click the Bill Type link. The Billing Type Definition page opens. For more information, refer to Billing Type Definition.
   • Click the Write-Off Discount link. The Account Write-Down Detail page opens. For more information, refer to View the Account Write-Down Detail. This link might not pertain to your facility.
   • Click the Patient Liability link. The Patient Liability Override page opens. For more information, refer to Override Patient Liability.
   • Flag the account or remove an account flag. For more information, refer to Assign / Update Collection Information.

The following table describes each of the fields on the Expected Payment Detail page. The fields are listed in alphabetical order.

For detailed descriptions of the summary sections, refer to the following:

• Patient Summary
• Master Account Summary
• Payor Summary
• Reprice Summary

• Master Account Audit displays the Master Account Audit page. For more information, refer to View the Master Account Audit Page.
• Account Audit displays the Patient Account Audit page. For more information, refer to View the Patient Account Audit Page .
• View Supplemental Billing History (if applicable to your facility) displays the Supplemental Billing History by Account page. For more information, refer to Specify Supplemental Billing Account Research Criteria.
• Add Reminder displays the Add/Update Reminder page. For more information, refer to Add or Update a Reminder.
• Add Communication Log Item displays the Add Item page. For more information, refer to Add a Communication Item. This link only displays if your facility is not using the Community Portal to create new communication items.