View an Estimate

The steps below outline viewing an estimate generated for the scheduled appointment:

1. On the Encounter View for the scheduled appointment, select Manage Financial Responsibility. The Financial Responsibility page is displayed with the following information:
   • Guarantors: Displays all the guarantors.
   • Insurance: Displays the names of the insurance for the patient with the following information:
     • Subscriber Member ID: Displays the name of the patient and the member ID.
     • Eligibility Status: Displays a link to view eligibility details and the date of the last update.
     • Allocation and Verification Status: Displays the status of the insurance confirmation.
   • Estimate: Displays an estimate for patient's financial responsibility
2. In the Estimate section, you can view the following information:
   • Total estimated patient responsibility (estimate of patient's total out-of-pocket costs).
   • AI-generated explanation of the expected services or procedures identified based on appointment and visit details, patient demographics, historical billing patterns, and clinical context.
   • Estimate details with the following information:
     • Primary service requested, expected date of service, and date of estimate.
     • Provider or facility information.
     • Estimated summary with a breakdown of the patient's responsibility into copay, co-insurance, deductible, and non-covered charges.
     • Itemized list of services with their descriptions, service/procedure codes, price (provider charge), and estimated patient responsibility.
   • Estimates generated in the past for the visit/encounter.