Charity Care / Financial Assistance - Mass Update Account Profile for MR and/or Guarantor Merged

There are many clients who are manually updating per account the charity care / financial assistance information. This process takes a long time to do if Patient and/or Guarantor have numerous accounts.

Clients have asked for the ability to have the Charity Care Information made available within the Person Profile Screen. Also need to have the ability to perform an Mass Changes Option.

Mass Change list all of the files then users can select options based on the following:

• Apply Mass Changes by MR

  • MR# - Selected Account Numbers - directed to new screen to sort filter and select appropriate visits.

  • MR# - All Accounts

  • MR# Accounts by Dates of Service

• Apply Mass Changes By Guarantor

  • Guarantor - All Accounts

  • Guarantor - Accounts by Service Date

  • Guarantor - Selected Account Numbers - directed to new screen to sort filter and select appropriate visits.

• Note Entry Note needs to auto apply to all updated accounts.