Example Dunning Rule: Patient Status-Specific Rule

The following is an example of how to set up a Patient Status-Specific Dunning Rule. A Generic Dunning Rule applies to all defined past due accounts regardless of their carrier, plan type or classification, with insurance or without. Patient Statuses are created in the Patient Status dictionary.

To create Patient Status Specific Dunning Rule

For the following example, we will create a dunning rule that applies dunning messages to accounts with a Patient Status of Payment Plan.

1. Click add a new rules line and select the criteria to build your Dunning Rule:

2. Insurance Carrier: Do not make a selection here. Leave the default set to Selected.

3. Insurance Plan Type: Do not make a selection here. Leave the default set to Selected.

4. Insurance Classification: Do not make a selection here. Leave the default set to Selected.

5. Patient Classification: Do not make a selection here. Leave the default set to Selected.

6. Patient Status: Select Payment Plan. Leave the default set to Selected.

7. Minimum Bucket Balance: Enter a dollar value or leave blank. For our example we will specify that the bucket balance must be at least $25.00 for the aging specific message to be assigned.

8. No dunning if ___ was paid by guarantor in the last ___ days: Enter an amount and days or leave blank. If you enter a value in one of the fields the other will become mandatory. For our example we will use $25.00 / 25.

9. Messages: Enter an appropriate message for each of the buckets you would like applied to this Dunning Rule. For our example we will enter 30, 60, 90 and 120 day messages.

   • The system will auto wrap the text so it is properly formatted on the statement. Entering carriage returns could cause the message to be incorrectly displayed on the statement.

10. Save: Click Save to create the new Dunning Rule.

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