Override Patient Liability

1. Access the Patient Liability Override 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 link in the Patient Liability field in the Reprice Summary section. The Patient Liability Override 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 link in the Patient Liability field in the Reprice Summary section. The Patient Liability Override page opens.
2. Enter a new amount in the Patient Liability field at the bottom of the page.
3. Click Add Override. A warning message appears.
4. Click OK. The override is applied, and a new entry appears in the Transaction History section at the bottom of the page.
5. To view additional details regarding the information in the summary sections:
   • Click the Account Number link. The Patient Account Audit page opens. For more information, refer to View the Patient Account Audit Page .
   • 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 Total Expected Payment link. The Expected Payment Detail page opens. For more information, refer to View the Expected Payment Detail.
6. To flag an account, click Flag Account. The Assign/Update Collection Information page opens. For more information refer to Assign / Update Collection Information.
7. To view another reprice record associated with this account number, select the reprice you want to view from the Additional Reprice list. The reprice details display in the Reprice Summary section.
   • This field displays only if there are multiple reprices associated with the account number.

The following table describes each of the fields on the Patient Liability Override 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

• Account Audit displays the Patient Account Audit page. For more information, refer to View the Patient Account Audit Page .
• Master Account Audit displays the Master Account Audit page. For more information, refer to View the Master 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.
• Return to Account Worklist displays the Account Worklist page. For more information, refer to View the Account Worklist .