Transfer Items can display insurance benefit information already stored in the patient's insurance record. Use the copay selector to transfer an applicable copay to the patient's invoice, or view the policy benefits PDF when you need additional benefit information to determine the patient's responsibility.
RevCheck by ABB Verify writes verified benefit information to the patient's insurance record, including copays, allowances, eligibility results, and the carrier benefit PDF.
Before You Begin
Transfer Items must be enabled for these features to work. If it is not already enabled, log in to RevolutionEHR and go to Admin > General > Practice Preferences > Additional Preferences > Accounting. Set Payment by line Item to Optional or Required. This automatically sets Use Item Transfers on Payments to Yes. Select Save at the bottom of the screen to apply your changes.
Instructions
To transfer a copay and review benefit details:
- Confirm the patient's insurance record contains the benefit information you need.
- Open the appropriate insurance invoice.
- Click Transfer Items.
- Select the appropriate transfer reason.
- For Transfer to Patient, select the appropriate patient invoice.
- Locate the applicable line item and click the + button in the Transfer column.
- Select the copay that applies to the service. The selected copay populates the transfer amount for the line item.
- If additional benefit information is needed, click View policy benefits to open the RevCheck benefit PDF.
- Review the benefit information as needed.
- If an allowance is being used to determine patient responsibility, calculate the appropriate patient amount and manually enter the calculated amount in the Transfer field.
- Do not enter the allowance itself as the transfer amount unless it represents the actual patient responsibility.
- Review the transfer amount and remaining balance.
- Click Save.
Additional Information
View Policy Benefits
When a qualifying RevCheck benefit PDF is available, View policy benefits displays near the top of the Transfer Items modal.
Click the link to open the PDF in the embedded viewer. The PDF can remain open while you review the invoice and can be used to reference detailed coverage information, including information needed to calculate an allowance-based patient responsibility.
Only the benefit PDF supplied through RevCheck is available from this link. Other documents stored in the patient's record are not displayed through View policy benefits.
Copay Selector
When item transfers are enabled, a + button displays beside the transfer amount for a line item. Click the button to view copays stored in the patient's insurance record. Note: Copays added manually or by RevCheck can be viewed here.
Available copays depend on the benefits stored for the patient and may include:
- Exam copay
- Material copay
- Fitting copay
- Retinal screening copay
Selecting a copay populates the Transfer field for that line item.
The selector displays copays only. An allowance is not automatically treated as a transfer amount. Use the allowance to calculate the patient's responsibility and manually enter the calculated transfer amount.
Retinal Screening Copay
A retinal screening copay can also be available through Patient Portion.
Use Patient Portion when the copay should be transferred at the invoice level rather than assigned to a specific line item.
Whether to offer a covered retinal screening is determined by the practice. The copay entry makes the amount available when the practice chooses to transfer it.