Bills in Deductible Management Report/Queue

In order to see a list of all bills currently going through the Deductible Management process, users can run the Bills in Deductible Management report or queue. This report is meant to be able to show details on when bills entered the Deductible Management process as well as data relating to the eligibility checks conducted automatically through the feature.

To run the Bills in Deductible Management Report/Queue, simply enter a date of service range and configure any Additional Filters as necessary. For the Queue version, additional columns can also be added if needed. By default, no patient health information appears on the report output, but this can be added via the Columns section of the Queue version.

The report will provide the Date of Service, the Bill Number, the Payer for which whose deductible is being managed, along with the First Date Checked, which is the date that the bill entered the Deductible Management process. The report also provides the Last Date Checked and Method, which indicates the date of the most recent eligibility check and confirms if this was a manual eligibility check by a biller, or one that was automated through the Deductible Management process. The report will also provide the latest Deductible Balance and keeps track of the number of times that bill has had an eligibility check while in the Deductible Management process.