Manage Patient Estimates

The Patient Estimates feature allows you to easily create Good Faith Estimates as required by the No Surprises Act.  Once an estimate is created using either the Scheduler or the Claim section, users can print the estimate (as required by the No Surprises Act for uninsured or self-pay patients), send a statement (electronically or on paper), enter payments in CMD, or have the patients make the payment on the patient portal.

 If you're the Auth Rep, follow the steps below to enable, configure, or disable the Patient Responsibility Estimator:

1. Select Account Administration > Services.

2. Click the button next to Patient Estimates

3. The Enable Patient Estimates box enables or disables this service.

4. Find your Patient Estimate Settings: 
   

   1. Automatically create estimates when new Appointments are created?

      1. Select Yes if you want to automatically create an estimate when creating a new appointment.  

         Automatic estimates can only be created on appointments with default procedure codes for the Appointment Type or Patient.

   2. Automatically create estimates when new Claims are created that don't already have estimates?

      1. Select Yes if you want to automatically create a quick estimate when creating a new claim, and the claim does not already have an estimate.

   3. Automatically create estimates when the above changes are made via Interface?

      1. Select Yes if you want to automatically create an auto or quick estimate when creating a new appointment or claim (options 1 and/or 2) from an SIU or DFT message received via the interface.  

         The available estimates for Interface Automations depend on your Practice's selected Default Estimate Options. These options are either Auto (based on eligibility) or Quick (based on copay).

5. Click Save.