Letter Management

1. To access the Edit Letter Templates page, select Go To > Implementation > Resubmission Package > Resubmission Letter Templates or Patient Balance Letter Templates.
2. To edit an existing template, select a name in Template and click Refresh. This updates the fields with the correct information.
3. Type or modify the template details.
4. Select any of the following options:
   • Select the Include Signature Block check box to include a space to sign the letter in the template.
   • Select the Facility Wide check box to make the current template available to all users in the facility.
   • Select the Suppress Facility Logo check box to prevent your company logo from appearing on the package documents. This logo only appears if you have uploaded a logo for your facility and cleared this check box. For more information about uploading facility logos, refer to Upload a Facility Logo.
5. Click Save to save the current template.
6. You can also perform the following actions on this page:
   • Click New to generate a new page for creating a template.
   • Click Save to save the current template and add it to your Template Selection list.
   • Click Save As to save the current settings as a new template. You must change the Template Name before clicking this option.
   • Click Delete to remove the current template from your Template Selection list.

The following table describes the fields on the Create Patient Balance Package page.

1. Access the Generate Resubmission Package from the Expected Reimbursement Detail page.

   If you know the account number:

   • Select Go To > Account Research > By Account or Claim Number. The Account Research by Account or Claim Number page opens.
   • Type the account number and then click Display Account. The Patient Account Audit page opens.
   • Click an REIM link in the View column. The Expected Reimbursement Detail page opens.

     Note: The REIM link is disabled for any invoice that is included in a PEM claim.

   If you do not know the invoice number:

   • Select Go To > Account Research > from Worklist. The Account Research from Worklist page opens.
   • In the Task list, select Create Worklist.
   • Specify search criteria and click Display Accounts. The Account Worklist page opens.

     Note: PEM claims are not included in worklist results.

   • Click the desired link in the Account Number column of the table. The Patient Account Audit page opens.
   • Click the REIM link in the View column of the table. The Expected Reimbursement Detail page opens.

     Note: The REIM link is disabled for any account that is included in a PEM claim.

2. Click Generate Resubmission Package. The Generate Resubmission Package page opens.

   Note: If the No Default Template Warning appears, refer to Edit a Letter Template.

3. Select any of the following print options.
   • Select the Suppress detail charges check box to omit the detail charges from the letter.
   • Select the Suppress claim facsimiles check box to omit the claim facsimile(s) (UB 92, UB 94, or Form 1500) from the letter.
   • Select the Print only latest claims check box to print only the latest outstanding claims.

     Note: Suppress Claim Facsimiles and Print Only Latest Claims are mutually exclusive. Selecting one eliminates the ability to select the other.

4. Select one of the following address types from the Address Type list:
   • Select Claim Address / Free Entry to manually enter the address.
   • Select Product Address to use the stored address for this payor.
   • To modify the stored product address, click Edit Address. The Edit Product Address page opens. For more information, refer to Edit Product Addresses.
5. Select the name of the template you want to use from the Template list and click Refresh. The details for the selected template display.
6. Review the template details.

   Note: You can override any of the template details for this specific package.

7. Select any of the following options:
   • Select the Include Signature Block check box to include a space to sign the letter in the template.
   • Select the Facility Wide check box to make the current template available to all users in the facility.
   • Select the Suppress Facility Logo check box to prevent your company logo from appearing on the package documents. This logo only appears if you have uploaded a logo for your facility and cleared this check box. For more information about uploading facility logos, refer to Upload a Facility Logo.
8. Click Generate Package. The results appear.
9. You can also perform the following actions on this page:
   • Click New to generate a new page for creating a template.
   • Click Save to save the current template and add it to your Template Selection list.
   • Click Save As to save the current settings as a new template. You must change the Template Name before clicking this option.
   • Click Delete to remove the current template from your Template Selection list.
   • For more information about updating the template, refer to Edit a Letter Template.

The following table describes the fields on the Generate Resubmission Package page.  

• Return to Account Audit shows the Patient Account Audit page for the patient. For more information, refer to View the Patient Account Audit Page.
• Return to Account Worklist shows the Account Worklist page. For more information, refer to View the Account Worklist.

1. Access the Generate Resubmission Package from the Expected Reimbursement Detail page.

   If you know the account number:

   • Select Go To > Account Research > By Account or Claim Number. The Account Research by Account or Claim Number page opens.
   • Type the account number and then click Display Account. The Patient Account Audit page opens.
   • Click an REIM link in the View column. The Expected Reimbursement Detail page opens.

     Note: The REIM link is disabled for any invoice that is included in a PEM claim.

   If you do not know the invoice number:

   • Select Go To > Account Research > from Worklist. The Account Research from Worklist page opens.
   • In the Task list, select Create Worklist.
   • Specify search criteria and click Display Accounts. The Account Worklist page opens.

     Note: PEM claims are not included in worklist results.

   • Click the desired link in the Account Number column of the table. The Patient Account Audit page opens.
   • Click the REIM link in the View column of the table. The Expected Reimbursement Detail page opens.

     Note: The REIM link is disabled for any invoice that is included in a PEM claim.

2. Click Generate Patient Balance Package. The Generate Patient Balance Package page opens.

   Note: If the No Default Template Warning appears, refer to Edit a Letter Template.

3. Select any of the following print options.
   • Select the Print “Not a Bill” message check box to print “Not a Bill” at the top of the first page of the package.
   • Select the Suppress claim facsimiles check box to omit the claim facsimile(s) (UB 92, UB 94, or Form 1500) from the letter.
   • Select the Print only latest claims check box to print only the latest outstanding claims.

     Note: Suppress Claim Facsimiles and Print Only Latest Claims are mutually exclusive. Selecting one eliminates the ability to select the other.

4. Edit the patient’s name in the Patient Name field, if necessary.
   • Edit the guarantor’s name in the Guarantor Name field, if necessary.
   • Edit the guarantor’s address in the Guarantor Address fields, if necessary.
5. Select the name of the template you want to use from the Template list and click Refresh. The details for the selected template display.
6. Review the template details.

   Note: You can override any of the template details for this specific package.

7. Select any of the following options:
   • Select the Include Signature Block check box to include a space to sign the letter in the template.
   • Select the Facility Wide check box to make the current template available to all users in the facility.
   • Select the Suppress Facility Logo check box to prevent your company logo from appearing on the package documents. This logo only appears if you have uploaded a logo for your facility and cleared this check box. For more information about uploading facility logos, refer to Upload a Facility Logo.
8. Click Generate Package. The results appear.
9. You can also perform the following actions on this page:
   • Click New to generate a new page for creating a template.
   • Click Save to save the current template and add it to your Template Selection list.
   • Click Save As to save the current settings as a new template. You must change the Template Name before clicking this option.
   • Click Delete to remove the current template from your Template Selection list.
   • For more information about updating the template, refer to Edit a Letter Template.

The following table describes the fields on the Generate Patient Balance Package page.

• Return to Account Audit shows the Patient Account Audit page for the patient. For more information, refer to View the Patient Account Audit Page.
• Return to Account Worklist shows the Account Worklist page. For more information, refer to View the Account Worklist.