Promises - Self

If you select an entry from a Self Pay Queue and select an Action that is linked to an Action Code that has a Process Type of Promise, then the Promise Amount field is required.  Enter the amount to be paid, and then the date the account should come back into the Queue if it is NOT paid.

After selecting OK to save the action, you will be returned to the Queue.

The system will monitor that account for the payment.  If no payment is received by the date specified, it will incur a "broken" status and will redisplay in the Queue on the specified Followup Date (assuming the Queue is set up to include Broken Promise statuses).  If a payment is posted that is greater than or equal to the promised amount, the account will not incur a broken status and will not come back into the queue unless it meets the queue criteria at some point.

Partial Payments on Self Promises

You may need a separate Queue for monitoring promises if patients make partial payments.  A partial payment that is greater than the Minimum Payment amount will reset the aging on the account, even if it is not the amount that was promised.  Therefore, it is possible that it may not show up in a Self Pay Queue if your queues are set up to only show delinquent accounts such as a minimum age of 45 or 60.

To ensure that you see any accounts where the promise is broken because only a partial payment is made, create a Self Pay Queue with NO max or minimum age, and specify Only Broken Promises.  Refer back to the section on Self Queue Types for examples on how to set this up.

Claims/Accounts with a broken status display in red in the queue.