Insurance Eligibility

Summary

This enhancement to Insurance Eligibility delivers a more efficient workflow for collecting both Time of Service payments and PreApproved payments via Imagine Pay, and introduces a Payment Rules option to include a fixed PreApproved Payment amount to a $0 ATC.

Feature Description

Previously, the system required the Time of Service payment and the PreApproved payment to be processed as one transaction. This left no opportunity to use different payment methods to satisfy potential monies owed.

Payment Details Dialog + Imagine Pay Integration

With this change, the Payment Details dialog will now launch the Imagine Pay API according to which payment is due to be collected:

·         If, both Time of Service and PreApproved amounts return the default dialog box will present.

·         If, the Time of Service amount is $0 and the PreApproved payment amount is more than $0, the new PreApproved payment only dialog will be displayed.

·         If, the PreApproved payment amount is $0 and the Time of Service is more than $0 the default dialog box will be displayed.

Note that if either of the payment amounts return as $0, the option will be disabled in the dropdown menu:

·         Selecting the No time of service payment toggle will also cause the option to be disabled in the dropdown menu

·         Selecting the No credit card toggle will result in the Preapproved payment only option being disabled in the dropdown menu

Time of service payment only option disabled in the dropdown menu due to No time of service payment toggle.

Ability to process payments separately

With the addition of the dropdown menu, PreApproved payments and Time of Service payments can now be split into more than one transaction. This provides the capability to use two different payment methods to satisfy potential monies due.

Furthermore, with the Imagine update, a nominal charge is no longer required to capture credit card information. As a result, the new PreApproved payment only dialog has been designed to reflect that change and credit card information can be saved within the system for future use.

Setting a PreApproved Payment when ATC is $0

In the Payment Rules lookup table, within the Edit Default PreApproved Payment Amount dialog, new configuration options have been added to include a fixed PreApproved Payment amount, including the option to only add the amount when the Default ATC is zero.

This offers the opportunity to collect monies after the time of service in scenarios where the Amount to Collect has potentially been calculated incorrectly or did not return an amount at all.

Configuration Instructions

System Administrators must complete the following actions to enable this feature:

RIS Client

Changes to SystemConfig Lookup Table

·          NominalChargeForPreApprovedPayment has been removed from the system configuration table.

o    Due to the Imagine Pay update, a nominal charge will no longer be required to capture the credit card information to set a PreApproved Payment