Package Plans

Package plans will be set up for any services that will have multiple line items or DOS encompassed in it. These will apply to global self pay programs and case rate insurances.

To set up Package Plans in Artisan, please visit the manual Creating Package Plans

Adding a Package Plan to a Patient’s Escrow Account

Navigation:

1. Click on Accounting

2. Select the Patient tab 

3. Search for the patient by name 

4. Click on either the Escrow tab or the Escrow Available hyperlink

Click the To Escrow button to add a financial package to the patient’s escrow account.

1. Enter the Date of Service.

2. Select your Location.

3. Select the Package Plan you are adding to the account.

1. Package Dates select a date range where all services that are part of this specific package will fall within.  

2. The Item column will show the name of the package along with the preset charge of the package. The %U&C or Percent of the Usual and Customary Charge is used to provide a discount for a service that the patient is being directly charged for. The default value is "100" - which represents "100%". Users may enter any value between 0 and 100 to discount an individual line item. The discounted amount will automatically calculate the Amount Due column.

3. Instructions - this is a free-text field. Any information entered into this area will appear on the Escrow Statement which can be provided to patients.

4. Click Save.

The Package has been added to the escrow item.

Adding Money to Packages

Click on the package date so it highlights purple. This will allow you to see the details of the package plan.

Click on the dollar icon to add money to the package.      

Click +Add New Record.

 

 

1.  Enter the Date that the payment was made towards the package.

2.  The Item field will auto-populate with Payment to Escrow.

3.  Enter the Payment amount.

4.  Select the Method of payment the patient used for the package..

5.  Select the Location.

6.  Click Save.

 

 

Click Close.

 

 

 

The money has been added to the patient’s escrow balance. 

The Package item detail shows the Amount Paid from the payee and any amounts that are still outstanding.

Managing Packages

In each package, you have the ability to see an Escrow Log, Print Escrow Statement, and Escrow Details. In addition to this, package dates can also be managed in the Escrow Summary view, and packages can be canceled or closed.

Escrow Log

              

Under the Escrow Summary are 3 grey buttons. Click on Escrow Log.

The Escrow Log is similar to the Invoice Log as you can see a record of all activity within that specific escrow item.

Print Escrow Statement

The Print Escrow Statement button allows users to provide patients with a statement prior to paying for their package program. 

Example of an escrow statement.

Escrow Details

The Escrow Details allows users to see all activity related to that escrow item in full detail.

The above image shows the Escrow Details document.

Applying Packages to Invoices

When applying packages to invoices, you will want to make sure that you are using the proper billing terms and instructions. Package plans have logic built into Artisan. When the PKG billing term is used and the package is applied, the system will automatically adjust down to $0 specific services and apply money from escrow when other services are billed.

In your billing terms, select PKG for package

Select BP or “Bill Patient” for the billing instructions so that financial responsibility falls to the patient.

In the select Package Plan dropdown, select the package plan you want to apply.

If the services are covered in the package, you will see a green checkmark ‘✔’ next to the PKG term. 

In this example you can see that the services were adjusted down to zero and the invoice now has a closed status.

1. Services not covered in the package as well as services not paid for in escrow will reflect with a red ‘X’.

2. The financial responsibility will be assigned to the patient.

1. If the full amount of the escrow package was not collected from the patient and money is moved from escrow to the line item, you will notice a yellow exclamation point ‘!’ next to the package term. 

2. This indicates that there is a balance remaining in the patient’s responsibility.

                                                                        

                         

1. Package History - shows all items used in the package and their dates of service.

2. Payment History - shows items assigned to dates of service where money was moved from escrow to the line item.

3. Remaining in Package - displays all items included in the package and how many units remain.

**All manuals are compliant with HIPAA regulations.  No patient information has been released.  All screenshots above were taken from a test clinic with fake patient information.