1. User Guide
  2. Financial Responsibility at the Encounter Level

9 Financial Responsibility at the Encounter Level

Use this workflow to manage financial responsibility at the encounter level in Oracle Health Patient Administration. This workflow enables you to make updates to guarantor and insurance information on an encounter when scheduling or rescheduling an appointment, booking an appointment again, or managing an encounter on an appointment, including arrivals.

  • Update Guarantor
    To update a guarantor for a patient, select the edit icon in the Financial Responsibility section. If the patient is older than the patient self-determination age or if the patient is an emancipated minor, the patient will be added as a guarantor by the system.
  • Add a Guarantor
    Complete the following steps to add a guarantor:
  • Edit Guarantor
    Complete the followings steps to edit a guarantor:
  • Remove Guarantor Added in Error
    Complete the following steps to remove a guarantor added in error.
  • Allocate Guarantor
    Select the guarantor to allocate to the encounter.
  • Update Insurance
    To update insurance for a patient, select the edit icon in the Financial Responsibility section. A toggle button is available to filter insurances displayed. The person level displays active or all insurances and the encounter level displays allocated or all insurances.
  • Add Insurance by Payer and Health Plan
    Complete the following steps to add insurance by payer and health plan:
  • Add Insurance by Related Party's Health Plan
    Complete the following steps to add insurance by the related party's health plan:
  • Edit Insurance
    Complete the following steps to edit insurance:
  • Allocate Insurance
    Complete the following steps to allocate insurance with the encounter:
  • Complete MSPQ
    If Medicare has been allocated to the encounter, an MSPQ link is displayed. Complete the following steps to complete the MSPQ:
  • Sequence Insurance
    Complete the following steps to sequence insurance:
  • Check Eligibility
    For information about checking eligibility, see Manage Financial Clearance Eligibility in Oracle Health Patient Administration. After you have completed this task, select Next.