Spenddown and Patient Responsibility Invoices

Spenddowns and Patient Responsibility records are marked as such in the Claims Workbench. The claim is under theOthers card in Financials > Claims Management. The balance is then posted to the Financials tab in the Client's Profile, where at the beginning of the month an invoice can be printed and sent to the individual or Responsible Party for payment.

Viewing the details gives you up to date information, and the invoice is ready to print at the beginning of the month for all responsibilities for the previous month.

There is also a report on Analytics that shows individuals with dollar amounts that are considered Patient Responsibility. If you have access to Reports, the Pavillio analytics tool, look for Client Unpaid Balance. This can be your working report for printing the individual invoices.