Add / Update Cash Policy Details

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This page allows you to add, update, or deactivate a sliding scale cash plan [-100] for a patient who qualifies as indigent. You can also view the audit history of the cash plan. It's displayed at the bottom of the page under Policy History.

 

Before you can select a plan, you must define at least one sliding scale fee program (using the Sliding Scale Fee Programs page) and one sliding scale fee plan (via the Sliding Scale Fee Plans page).

 

Note: Your practice must have the Sliding Fee Programs practice setting enabled to use this feature.

 

On the Quickview, under the Insurances heading, click Add case policy. From the Case Type menu, select Cash, enter -100 in the Insurance Package ID number field, and then click Go. Click the [Cash] SLIDING FEE SCHEDULE - DISCOUNT [-100] link in the Insurance Package column.

 

 

 

  1. Display the patient's Quickview page.
  2. Scroll down to the Insurances area and click add new.
    The Add Policy page appears with the Policy Lookup tab selected by default.
  3. Click the Self-Pay tab, or click Self Pay in the Favorites list.
  4. Click Select next to Sliding Fee Schedule - Discount.
    The Add Cash Policy Details page appears.
  5. Sliding fee program — Select a poverty-based sliding fee program from the menu.
    Additional fields appear.
  6. Family size — Enter the number of people in the patient's family.
  7. Income — Enter the family's income as a whole dollar amount (without a dollar sign or commas), and select the time frame for the income.
    Note: athenaOne converts the income to an annual amount before it performs a lookup in the HHS Poverty Guidelines table.
  8. Click Calculate plan to the right of the Income field.
    The sliding fee plan is displayed.
    Note: When you select a poverty-based sliding fee plan, athenaOne calculates the correct plan according to the most recently uploaded HHS Poverty Guidelines. athenaOne continues to use the selected plan for the patient until someone selects a new plan, the plan is deactivated, or the expiration date is reached.
  9. Effective date — Enter or select the effective date for the sliding fee plan.
    Leave this field blank to make the policy effective immediately, until you delete or modify it.
  10. Expiration date — Enter or select the expiration date (if available).
  11. Notes — Enter any notes about the plan and the patient.
  12. Click Add Cash Plan.

 

  1. Display the patient's Quickview page.
  2. Scroll down to the Insurances area and click add new.
    The Add Policy page appears with the Policy Lookup tab selected by default.
  3. Click the Self-Pay tab, or click Self Pay in the Favorites list.
  4. Click Select next to Sliding Fee Schedule - Discount.
    The Add Cash Policy Details page appears.
  5. Sliding fee program — Select a non-poverty-based sliding fee program from the menu.
    Additional fields appear.
  6. Sliding fee plan — Select a non-poverty-based sliding fee plan from the menu.
  7. Effective date — Enter the effective date for the sliding fee plan.
  8. Expiration date — Enter the expiration date for the sliding fee plan.
  9. Notes — Enter any notes about the plan and the patient.
  10. Click Add Cash Plan.

 

  1. From the patient Quickview, click the Update this cash plan link. The Add / Update Cash Policy Details page appears.
  2. Edit fields as needed.
  3. Click Update Cash Plan. The patient Quickview reappears with the sliding fee schedule package listed the primary insurance, and the patient responsibility listed as the copay (or percentage) amount.

 

  1. Display the patient's Quickview page: In the text box at the top right of the Main Menu, enter the first three letters of the patient's last name, followed by a comma, followed by the first three letters of the patient's first name. Click the search icon. On the Find a Patient page, click Quickview for the patient you need.
  2. Cash — Click Update this cash plan.
    The Update Cash Policy Details page appears. For security reasons, asterisks appear in the Family size and Income fields.
  3. Family size — Click edit.
    Note: For security reasons, the amounts you previously entered in the Family size and Income fields do not appear. To view these amounts, you must create a custom report.
  4. Enter new data in each field, as necessary.
  5. Click Update Cash Plan.

 

  1. Click Deactivate Cash Plan. A confirmation page appears.
  2. Enter or verify the expiration date for the policy.
  3. Enter the reason to deactivate the policy in the Deactivation reason field.
  4. Click Deactivate Insurance. The patient Quickview reappears with the sliding fee schedule package removed from the primary insurance section.

 

 

Cash Plan

The name of the cash plan.
Policy Information
Effective Date

The date this plan becomes effective.
Expiration Date

The expiration date of the policy. If the effective date/expiration date are set, and a charge is created under this policy with a date of service outside the effective/expiration dates, the claim will be put into HOLD.

Sliding Fee Program

Select a sliding fee program from the Sliding Fee Program menu.
Sliding Fee Plan

Select the appropriate sliding fee plan from the Sliding Fee Plan menu.
Notes

Any notes about this cash plan and patient.

 

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