Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

Automatic Account Selections on Import

AIM typically prompts the biller to select between an existing patient account or a new one. However, this process can be automated provided the patient care report contains data matching an existing patient account.

Once enabled in AIM Intelligence Setup, the Enable Predictive Patient Lookup on Imported Bills checkbox will allow patient accounts to be automatically assigned during the import process if the system can determine enough information was provided from the patient care report to match the patient information to an existing account in AIM Billing.

If this setting is enabled, when bills are imported, the system will automatically scan the patient care report's patient data and automatically assign an existing patient account if it finds one of the following statements is true:

  1. The Patient Care Report's Social Security Number and Date of Birth both match an existing patient account.
  2. The Patient Care Report's Date of Birth, Last Name, First Name, Address Line 1, and Zip Code all match an existing patient account.

Only one account can match the data from the patient care report in order for the feature to automatically assign a patient account to a bill during the import process.

If multiple patients are found to match the data from the patient care report, the biller will be prompted to conduct a patient look up upon enabling edit on that imported bill.

When an account is automatically assigned during the import process, it eliminates the need for the biller to select an account when enabling edit on that bill for the first time.

If no matching account is found during the import process, the bill is imported with an unverified patient account. The biller must complete Patient Lookup when enabling edit on the bill for the first time in order to verify or create the patient account. Unverified accounts cannot be edited directly — the Patient Lookup workflow must be completed first to ensure data integrity.

Insurance data recorded by the crew will populate on bills when the patient account is automatically assigned if it matches an existing Account Member Payer's policy number.