With the deductible hold payer rule, you can add payer and plan specific threshold limits for insurance deductibles in the event you wish to hold claim submissions until a specified individual deductible threshold has been met.
How to add a deductible hold payer rule
Head on over to management/billing/payers section and select the payer you wish to add a rule for. Within the selected payer profile click on the "rules" page and click on the deductible hold button.
Click the +Add Rule button where you can then select a plan if applicable or leave it defaulted to apply for the Payer. Enter your individual deductible threshold amount.
The Threshold Amount indicated will put all invoices generated on hold with a "deductible not met" tag in the event the individual deductible is greater than or equal to the threshold amount indicated.
If the individual deductible is manually updated or the system can electronically verify benefits for the payer, on the 1st of every calendar month the insurance benefits will be reverified. In the event the individual deductible threshold amount has been met the system will update the invoice status, remove the deductible hold and automatically submit recurring rental invoices if enabled for the payer.
