Cycle Billing > Table Maintenance > Pay Source Table > Creating or Editing a Pay Source Entry

Once the Cycle Billing Table has been configured, a Pay Source entry must be established for accounts that will utilize Cycle Billing.

To create a Pay Source entry, complete the following steps:

1.Select the desired account from the Insurance Pay Source List.

2.Select Add to create a new entry or select an existing entry and choose Edit to update it.

3.Complete the applicable fields on the Insurance Pay Source Edit screen:

▪Claim: Select the claim that will utilize Cycle Billing. The claim lookup displays all insurance claims associated with the account. Private Pay is always available as a selection. A claim must be selected before the Pay Source entry may be updated.

▪Primary: Select the claim sequence. The Primary Switch identifies the order in which claims will be billed.

•Y - Primary

•2 - Secondary

•3 - Tertiary

▪Coverage From: Enter the date coverage should begin for the selected claim. A Coverage From Date is required.

•NOTE: The Claim and Coverage From fields cannot be modified after the entry has been saved. To change either value, the entry must be deleted and recreated.

▪Deductible: Enter the claim deductible amount. This amount impacts the claim's Expected Pay once generated.

▪Co-Pay: Enter the claim co-pay amount. This amount impacts the claim's Expected Pay once generated.

▪Co-Insurance: Enter the claim co-insurance amount.

▪Precert# (Pre-Certification Number): Displays the Pre-Certification Number entered on the Policy Information screen.

▪Precert Type (Pre-Certification Type): Displays the Pre-Certification Type entered on the Policy Information screen.

▪Precert From (Pre-Certification From Date): Enter the beginning date of the Pre-Certification period. A warning displays if the Pre-Certification From Date is later than the Coverage From Date.

▪Precert To (Pre-Certification To Date): Enter the ending date of the Pre-Certification period.

▪Contact: Enter the name of the Pre-Certification contact.

▪Contact Phone: Enter the Pre-Certification contact phone number. This field may automatically populate from the Policy Information screen.

4.Select Update to save the Pay Source entry.

The following additional options are available:

•Delete: Removes the selected Pay Source entry.

•Back Arrow: Returns to the Insurance Pay Source List screen.