Revoke Turnover - Group
When transactions that were turned over to collections need to be removed from collections, you can use the Group Revoke option from the RCM Home Page Sheet Bar to remove a group of items at one time. Only transactions that have been turned over to collections will be available when you use this option to search for transactions.
The Revoke Turnover main page is similar to the New Turnover and Update Turnover main pages. The only journal code option on this screen is the Write off Correction code as only transactions that have already been written off are available from this screen.
Users may also set the RCM Status to a new status when the transactions are removed from collections.
To revoke a turnover for a group of items
The RCM module opens to the RCM Home PageRCM Home Page. From the Sheet Bar, select Turnover > Revoke. The filter page for revoking turned over chargesfilter page for revoking turned over charges opens.
The filters for Revoke Turnover are very similar to those that are used for New and Update Turnover. Click herehere to learn how to use those filters to select the group of items to modify. One additional field is available on this screen:
(Mandatory field) Business EntityBusiness Entity
Select the Business Entity you would like to use for the search . The system will default to the Business Entity you are currently accessing the RCM module from. If you have configured your RCM Module for Central Collections, each of the associated Business Entities attached to your database will be displayed in the drop down menu. If you are a single Business Entity or are not doing central collections, the current Business Entity name will appear as read-only in this window.
(Mandatory field) BatchBatch
Select or create a batch by clicking
.
This will be the batch that will be used for write
off corrections.-
Defaults to the User currently logged on to the workstation. Click
to select a different Collector
or Work Group or use the delete button ( - ) to remove
the current Collector and leave the field blank. (Mandatory field) Calculate Age Based on Calculate Age Based on
Select the aging type to be used to determine the age of the charges/due amount:
Became Responsible (default): This would be the date the due amount was transferred or posted to the current role.
Transaction Date: Date of service
Overdue Days FromOverdue Days From
You may select a specific number of days, or leave the field blank. However, if the Overdue Days Through field has a date entered, this field will become mandatory.
Overdue Days ThroughOverdue Days Through
You may select a specific number of days, or leave the field blank. However, if the Overdue Days From field has a date entered, this field will become mandatory.
No Payment in LastNo Payment in Last
You may select a specific number of days, or you may leave this field blank. When you select a date, the system will look to see if a payment from any source has been applied to charges on the account in the date range.
Due is more thanDue is more than
Free text field to enter a minimum dollar amount that should be met in order for the charge/case/account to be included in the turnover. This field may be left blank.
-
If charges have been assigned a Status during the collections follow-up process, you can use this filter to sort for transactions with a specific Status. The field may also be left blank.
-
You can select one specific account using this field.
Last name from / thruLast name from / thru
Free text field you can use to search for a specific patient or group of patients, e.g. Accounts that begin with A thru G. Field may be left blank.
The combo boxes enable you to further filter the group of accounts for which you wish to revoke turn over:
-
You can filter the queue by current responsible party (Due from), Provider, Patient Status, Patient Classification, and/or Case Classification by selecting one more options from one or more of the 5 combo boxes shown.
Underneath each box, the system will display the number of items available to choose from in the box followed by the number selected. Example 12/1 displayed under Due from would indicate that there are 12 items in the list and 1 has been selected.
Use the
icon
to add all of the items in the group or the 
to de-select
items already selected in the group.
-
Collection Agency: An option is available to select charges that have been turned over to a specific collection agency. Use the check mark to select an agency and the delete button to remove a selected agency from the field.
(Optional) WO JC (Write off Journal Code): If you wish to perform a write off correction for amounts previously written off for the selected transaction(s), check the box and selected the journal code that should be associated to the write off correction.
(Optional) Status: If you wish to change the status of the selected transactions, select the new status from this drop down menu.
After selecting the desired filter criteria, click Refresh to pull the results to the screen. The Review Changes screenReview Changes screen appears. The grid on this screen displays all charges/amounts due that meet the filter criteria you selected. If you selected a write off correction journal code on the previous screen, the write of correction amount is shown in the grid, and any new status you selected on the previous screen is shown in the grid. Your changes will not take effect until you click Apply or Apply & Create File in step 8 below.
If you wish to remove a transaction from the modification, deselect the check box for that transaction in the S (Select) column. All items in the grid are selected by default. You can use Select All to select all items or Select None to deselect all items (bottom left of the screen). Click herehere to learn about the other columns in the Review Screen grid.
S (Select): Items checked will be included in the turnover. Default is selected.
BE: The Business Entity that the transaction belongs to.
Patient: Name of the patient; Last name, First name, Middle name, Title
Acnt (Account): Account number
Case: Case Description
Resp: Responsible party for the selected transaction
QC: Quick Code of the procedure/supply resource being turned over
DOS: Date of Service associated to the transaction
Amnt: Amount of the original transaction
Due: The balance remaining on the transaction
WOC: The amount of the write off correction
Agency: Name of the collection agency from which the transactions have been revoked
Exp: Expiration date assigned to the account
Status: The current RCM Status that is assigned to the transaction
New Status: The status that will be assigned to the transaction following the revocation of turnover
The system will default to 100 rows shown in the grid. You can use the up/down arrows at the Max number of results rows field to increase or decrease the number of items to be included in the display.
After you have reviewed the transactions in the grid, and are ready to apply your changes, click one of the following buttons:
Apply: A message appears asking if you wish to proceed. Click Yes to continue with the modifcation(s). Click No to abort the changes and return to the grid.
Note: The Apply button should only be used if you do not need to create a file to send to a collection agency.
Apply & Create File: Click this button to continue with the turnover revocation and create the transaction file. The system will display a message asking if you wish to proceed. Click Yes to continue. Click No to abort the turnover revocation and return to the grid.
Any write off corrections are now posted to the Patient Ledger, and the balance due is adjusted to reflect the correction. Remarks are updated with messages to indicate the charge has been removed from collections.