Estimating Revenue, Versions 3.16x and 3.17x

This topic applies to AmkaiOffice Version 3.16x and 3.17x. If you are working on Version 3.18x or later, click here.

The Estimated Revenue functionality enables you to view a summary of estimated charges and payments before actual charges or payments are posted to a case. The summary includes standard fees for the procedure(s) and estimates of patient out-of-pocket amount due based on in network and out of network benefits, amount covered by the insurance plan, and any amounts due from the patient.

The Estimated Revenue functionality is designed to work with or without a payor contract.  If contracts have been loaded, the information provided will be based on the plan/contract on file for the Billing Group associated to the selected case.  In Network / Out Network benefits will be applied based on information entered in Verification of Insurance.   

Prerequisites for estimating revenue  

Some or all of these prerequisites may have been met by you or other users by the time to choose to estimate revenue for the case:

Accessing the Estimated Revenue dialog

You can access the Estimated Revenue dialog from:

To estimate revenue for a case:

  1. Open the Demographics module, and select the patient record. The record opens on the Demographics screen.
  2. In the Cases section of the Demographics screen, select the case by clicking it, then click Estimated Revenue from the Sheet Bar. The Estimated Revenue dialog appears.

Note: If you are working in AmkaiOffice Version 3.17x or later, and accessing the Estimated Revenue dialog from an appointment on the Scheduling Grid, you do not need to select the case before clicking Estimated Revenue.

  1. The information in the following sections of the dialog is not editable on this dialog:
    • Patient/Insurance Information (pulled from the Demographics module)
    • Verification information (pulled from the Insurance Verification dialog)

    • Contract Information (pulled from the Administration module > Contracts)

  1. The information in the following sections of the dialog is editable.

    • Billing Group

    • Primary Insurance

    • Plan

    • Contract

  2. Click the Search button. The Estimated Revenue section at the bottom of the screen populates the following fields based on additional data gathered for the case:

    • CPT®/HCPCS

    • Description

    • Standard Fee

    • Insurance Part

    • Patient Part

    • SOR

    • Non-Covered

    • Not-Covered

    • Est. Fee

    • Notes

    • Sort

  1. Totals are calculated and displayed at the bottom of the screen.  The difference between the standard fee and the estimated fee is also displayed.

  2. The amount due from the patient will be calculated and displayed in the field labeled Total Due From Patient.

  3. You can print the Estimated Revenue report by clicking on the Print button at the bottom of the screen.

 

 

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