Use this procedure to retroactively adjust the patient pay amount on a case with an institutionalized customer. This page can only be accessed on cases with at least one institutionalized customer and have eligibility and patient pay that has been authorized at least once before. This can be performed on open and closed cases.
From the Left Navigation:
In the Eligibility section, click Retroactive Patient Pay Adjustment.
Enter the Case Number.
The Name dropdown populates if a valid case number is entered. Confirm or select the name of the customer to be searched.
In the From Month field, enter the month of the Patient Pay segments you want to search for.
Click Search.
All Patient Pay details for the customer selected display.
To adjust a segment, in the Patient Pay Month field under Patient Pay Adjustment enter the month and year you want to adjust.
Enter the new Patient Pay Amount.
Select an Adjustment Reason from the dropdown menu.
If you want the adjustment to be ongoing, select the Adjust till Ongoing Months checkbox.
If you select the checkbox, the Patient Pay adjustment will be applicable for the ongoing open end-dated month. If you do not select the checkbox, the adjustment will be only for the month entered.
Click Add.
Repeat for any other months to be adjusted.
Enter any Additional Comments for Notice of Obligation.
Click Submit.
Patient Pay amounts are adjusted for the selected month(s). MMIS transactions will be sent from this page and the adjustment reason will be sent to the Notice of Obligation to be printed. Overpayments and underpayments are not calculated for the adjustment.
Updated 10/03/2016